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Probity Advisors’s Wells Fargo WFC Stock Holding History

Probity Advisors’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
-5,759
Closed -$310K – 179
2019
Q4 		$310K Sell
5,759
-483
-8% -$25.3K 0.09% 150
2019
Q3 		$315K Sell
6,242
-12
-0.2% -$565 0.1% 143
2019
Q2 		$296K Sell
6,254
-437
-7% -$20.4K 0.1% 149
2019
Q1 		$323K Sell
6,691
-1,088
-14% -$53.5K 0.11% 135
2018
Q4 		$358K Sell
7,779
-1,747
-18% -$89.5K 0.13% 126
2018
Q3 		$501K Sell
9,526
-475
-5% -$27.1K 0.16% 109
2018
Q2 		$554K Buy
10,001
+554
+6% +$29.7K 0.19% 94
2018
Q1 		$495K Buy
9,447
+401
+4% +$23.8K 0.17% 102
2017
Q4 		$549K Buy
9,046
+836
+10% +$47.2K 0.19% 94
2017
Q3 		$453K Buy
8,210
+895
+12% +$47.6K 0.17% 90
2017
Q2 		$405K Buy
7,315
+418
+6% +$22.4K 0.15% 97
2017
Q1 		$384K Buy
6,897
+514
+8% +$29.2K 0.15% 100
2016
Q4 		$352K Buy
6,383
+792
+14% +$39.8K 0.15% 101
2016
Q3 		$248K Sell
5,591
-68
-1% -$3.25K 0.11% 126
2016
Q2 		$268K Buy
+5,659
New +$276K 0.12% 117

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

Probity Advisors's WFC Position: Q1 2020 in Review

Probity Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,759 shares — an estimated $310K sold.

Probity Advisors first reported a position in WFC in Q2 2016 and held it in 15 quarters. The position peaked at $554K in Q2 2018. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Probity Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Probity Advisors sold 5,759 Wells Fargo shares in Q1 2020, an estimated $310K.
  • Probity Advisors first reported a position in Wells Fargo in Q2 2016 and held it in 15 quarters.
  • Probity Advisors's Wells Fargo position peaked at $554K in Q2 2018.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Probity Advisors's 13F filing for Q1 2020, filed 15 May 2020.