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Provident Wealth Management’s Wells Fargo WFC Stock Holding History

Provident Wealth Management’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 		– Sell
-1,900
Closed -$45K – 265
2020
Q3 		$45K Buy
+1,900
New +$46.8K 0.05% 96

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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

Provident Wealth Management's WFC Position: Q4 2020 in Review

Provident Wealth Management sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 1,900 shares — an estimated $45K sold.

Provident Wealth Management first reported a position in WFC in Q3 2020 and held it in 1 quarter. The position peaked at $45K in Q3 2020. 1,757 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Provident Wealth Management reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 1,900 Wells Fargo shares in Q4 2020, an estimated $45K.
  • Provident Wealth Management first reported a position in Wells Fargo in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Wells Fargo position peaked at $45K in Q3 2020.
  • 1,757 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.