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PRW Wealth Management’s Wells Fargo WFC Stock Holding History

PRW 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
2019
Q2 		– Sell
-593
Closed -$28K – 673
2019
Q1 		$28K Sell
593
-4,440
-88% -$218K 0.03% 212
2018
Q4 		$232K Buy
+5,033
New +$258K 0.29% 53

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

PRW Wealth Management's WFC Position: Q2 2019 in Review

PRW Wealth Management sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 593 shares — an estimated $28K sold.

PRW Wealth Management first reported a position in WFC in Q4 2018 and held it in 2 quarters. The position peaked at $232K in Q4 2018. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • PRW Wealth Management reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 593 Wells Fargo shares in Q2 2019, an estimated $28K.
  • PRW Wealth Management first reported a position in Wells Fargo in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Wells Fargo position peaked at $232K in Q4 2018.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.