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Professional Planning’s Wells Fargo WFC Stock Holding History

Professional Planning’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
2021
Q1 		– Sell
-12,860
Closed -$388K – 144
2020
Q4 		$388K Sell
12,860
-1,399
-10% -$36.2K 0.16% 86
2020
Q3 		$335K Buy
14,259
+2,544
+22% +$62.7K 0.26% 33
2020
Q2 		$300K Buy
+11,715
New +$321K 0.16% 86

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Professional Planning's WFC Position: Q1 2021 in Review

Professional Planning sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 12,860 shares — an estimated $388K sold.

Professional Planning first reported a position in WFC in Q2 2020 and held it in 3 quarters. The position peaked at $388K in Q4 2020. 1,872 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

  • Professional Planning reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
  • Professional Planning sold 12,860 Wells Fargo shares in Q1 2021, an estimated $388K.
  • Professional Planning first reported a position in Wells Fargo in Q2 2020 and held it in 3 quarters.
  • Professional Planning's Wells Fargo position peaked at $388K in Q4 2020.
  • 1,872 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on Professional Planning's 13F filing for Q1 2021, filed 14 May 2021.