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Private Wealth Partners’s Wells Fargo WFC Stock Holding History

Private Wealth Partners’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
Q1 		– Sell
-6,586
Closed -$354K – 139
2019
Q4 		$354K Sell
6,586
-664
-9% -$34.8K 0.05% 100
2019
Q3 		$366K Buy
7,250
+1,264
+21% +$59.5K 0.06% 91
2019
Q2 		$283K Sell
5,986
-81
-1% -$3.79K 0.04% 110
2019
Q1 		$293K Buy
6,067
+81
+1% +$3.98K 0.05% 105
2018
Q4 		$276K Hold
5,986
– – 0.05% 87
2018
Q3 		$315K Hold
5,986
– – 0.05% 102
2018
Q2 		$332K Hold
5,986
– – 0.06% 100
2018
Q1 		$314K Hold
5,986
– – 0.05% 103
2017
Q4 		$363K Sell
5,986
-12,305
-67% -$695K 0.07% 104
2017
Q3 		$1.01M Sell
18,291
-1,065
-6% -$56.6K 0.2% 69
2017
Q2 		$1.07M Buy
19,356
+405
+2% +$21.7K 0.23% 60
2017
Q1 		$1.05M Buy
18,951
+1,245
+7% +$70.6K 0.23% 59
2016
Q4 		$976K Buy
17,706
+2,900
+20% +$146K 0.23% 59
2016
Q3 		$656K Sell
14,806
-2,800
-16% -$134K 0.16% 77
2016
Q2 		$833K Sell
17,606
-200
-1% -$9.75K 0.2% 72
2016
Q1 		$861K Buy
17,806
+1,300
+8% +$63.7K 0.21% 71
2015
Q4 		$897K Buy
16,506
+4,213
+34% +$229K 0.21% 78
2015
Q3 		$631K Sell
12,293
-900
-7% -$49.5K 0.16% 92
2015
Q2 		$742K Buy
13,193
+1,000
+8% +$55.8K 0.17% 90
2015
Q1 		$663K Buy
12,193
+21
+0.2% +$1.14K 0.15% 105
2014
Q4 		$667K Hold
12,172
– – 0.16% 105
2014
Q3 		$631K Sell
12,172
-400
-3% -$20.6K 0.14% 114
2014
Q2 		$661K Buy
12,572
+266
+2% +$13.4K 0.15% 108
2014
Q1 		$612K Buy
12,306
+3,186
+35% +$148K 0.14% 107
2013
Q4 		$414K Hold
9,120
– – 0.09% 135
2013
Q3 		$377K Sell
9,120
-210
-2% -$8.96K 0.09% 135
2013
Q2 		$385K Buy
+9,330
New +$364K 0.1% 129

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Wealth Partners's WFC Position: Q1 2020 in Review

Private Wealth Partners sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 6,586 shares — an estimated $354K sold.

Private Wealth Partners first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $1.07M in Q2 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Private Wealth Partners reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Partners sold 6,586 Wells Fargo shares in Q1 2020, an estimated $354K.
  • Private Wealth Partners first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
  • Private Wealth Partners's Wells Fargo position peaked at $1.07M in Q2 2017.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Private Wealth Partners's 13F filing for Q1 2020, filed 24 Apr 2020.