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Private Wealth Advisors (Pennsylvania)’s Wells Fargo WFC Stock Holding History

Private Wealth Advisors (Pennsylvania)’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$272K Sell
9,026
-59
-0.6% -$1.53K 0.16% 97
2020
Q3 		$214K Sell
9,085
-6,000
-40% -$148K 0.14% 97
2020
Q2 		$386K Hold
15,085
– – 0.26% 65
2020
Q1 		$416K Sell
15,085
-400
-3% -$17K 0.32% 59
2019
Q4 		$734K Sell
15,485
-337
-2% -$17.6K 0.39% 67
2019
Q3 		$798K Sell
15,822
-4,831
-23% -$228K 0.41% 67
2019
Q2 		$977K Buy
20,653
+242
+1% +$11.3K 0.35% 73
2019
Q1 		$986K Buy
20,411
+624
+3% +$30.7K 0.37% 67
2018
Q4 		$912K Sell
19,787
-461
-2% -$23.6K 0.4% 64
2018
Q3 		$1.06M Hold
20,248
– – 0.39% 64
2018
Q2 		$1.12M Hold
20,248
– – 0.45% 62
2018
Q1 		$1.06M Sell
20,248
-200
-1% -$11.9K 0.43% 64
2017
Q4 		$1.24M Sell
20,448
-1,425
-7% -$80.5K 0.48% 58
2017
Q3 		$1.21M Sell
21,873
-175
-0.8% -$9.3K 0.5% 60
2017
Q2 		$1.22M Hold
22,048
– – 0.52% 57
2017
Q1 		$1.23M Sell
22,048
-305
-1% -$17.3K 0.55% 56
2016
Q4 		$1.23M Buy
22,353
+2
+0% +$101 0.57% 53
2016
Q3 		$990K Buy
22,351
+895
+4% +$42.8K 0.47% 63
2016
Q2 		$1.02M Buy
21,456
+1,836
+9% +$89.5K 0.5% 56
2016
Q1 		$949K Buy
19,620
+930
+5% +$45.5K 0.51% 58
2015
Q4 		$1.02M Sell
18,690
-1,233
-6% -$66.9K 0.57% 52
2015
Q3 		$1.02M Buy
19,923
+2,258
+13% +$124K 0.51% 55
2015
Q2 		$993K Buy
17,665
+1,191
+7% +$66.4K 0.45% 64
2015
Q1 		$896K Buy
16,474
+138
+0.8% +$7.46K 0.42% 66
2014
Q4 		$896K Buy
16,336
+155
+1% +$8.21K 0.43% 64
2014
Q3 		$839K Buy
16,181
+215
+1% +$11.1K 0.44% 69
2014
Q2 		$839K Sell
15,966
-1,425
-8% -$71.6K 0.43% 70
2014
Q1 		$865K Buy
17,391
+340
+2% +$15.8K 0.47% 67
2013
Q4 		$774K Sell
17,051
-2,002
-11% -$86.5K 0.42% 68
2013
Q3 		$787K Buy
19,053
+1,240
+7% +$52.9K 0.46% 64
2013
Q2 		$735K Buy
+17,813
New +$694K 0.46% 66

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s WFC Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Wells Fargo (WFC) stake by 0.65% in Q4 2020, selling an estimated $1.53K and leaving 9,026 shares worth $272K. The position accounts for 0.16% of the portfolio, ranked #97.

Private Wealth Advisors (Pennsylvania) first reported a position in WFC in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.24M in Q4 2017. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 9,026 shares of Wells Fargo worth $272K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 59 Wells Fargo shares in Q4 2020, an estimated $1.53K.
  • Wells Fargo made up 0.16% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #97 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Wells Fargo in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Wells Fargo position peaked at $1.24M in Q4 2017.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.