RMAM
WFC icon

Raab & Moskowitz Asset Management’s Wells Fargo WFC Stock Holding History

Raab & Moskowitz Asset 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
Q1 		– Sell
-771
Closed -$41K – 512
2019
Q4 		$41K Buy
+771
New +$40.4K 0.02% 275
2019
Q2 		– Sell
-5,319
Closed -$257K – 168
2019
Q1 		$257K Hold
5,319
– – 0.12% 141
2018
Q4 		$245K Sell
5,319
-3,541
-40% -$181K 0.12% 143
2018
Q3 		$465K Sell
8,860
-5,176
-37% -$296K 0.19% 112
2018
Q2 		$778K Sell
14,036
-1,042
-7% -$55.8K 0.37% 78
2018
Q1 		$790K Sell
15,078
-852
-5% -$50.6K 0.39% 75
2017
Q4 		$966K Sell
15,930
-1,528
-9% -$86.3K 0.47% 66
2017
Q3 		$980K Sell
17,458
-9,290
-35% -$494K 0.47% 68
2017
Q2 		$1.39M Sell
26,748
-11,852
-31% -$635K 0.69% 51
2017
Q1 		$2.15M Sell
38,600
-2,969
-7% -$168K 1.12% 26
2016
Q4 		$2.29M Sell
41,569
-4,985
-11% -$251K 1.24% 25
2016
Q3 		$2.06M Buy
46,554
+6,344
+16% +$304K 1.16% 25
2016
Q2 		$1.9M Sell
40,210
-747
-2% -$36.4K 1.08% 27
2016
Q1 		$1.98M Buy
40,957
+1,823
+5% +$89.3K 1.18% 27
2015
Q4 		$2.13M Buy
39,134
+1,153
+3% +$62.6K 1.27% 29
2015
Q3 		$1.95M Buy
37,981
+6,840
+22% +$376K 1.26% 30
2015
Q2 		$1.75M Sell
31,141
-2,646
-8% -$148K 1.08% 39
2015
Q1 		$1.84M Sell
33,787
-200
-0.6% -$10.8K 1.12% 36
2014
Q4 		$1.86M Sell
33,987
-540
-2% -$28.6K 1.07% 34
2014
Q3 		$1.79M Sell
34,527
-867
-2% -$44.6K 0.87% 43
2014
Q2 		$1.86M Sell
35,394
-350
-1% -$17.6K 0.89% 36
2014
Q1 		$1.78M Buy
35,744
+665
+2% +$31K 0.98% 31
2013
Q4 		$1.59M Buy
+35,079
New +$1.52M 0.91% 36

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raab & Moskowitz Asset Management's WFC Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 771 shares — an estimated $41K sold.

Raab & Moskowitz Asset Management first reported a position in WFC in Q4 2013 and held it in 23 quarters. The position peaked at $2.29M in Q4 2016. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 771 Wells Fargo shares in Q1 2020, an estimated $41K.
  • Raab & Moskowitz Asset Management first reported a position in Wells Fargo in Q4 2013 and held it in 23 quarters.
  • Raab & Moskowitz Asset Management's Wells Fargo position peaked at $2.29M in Q4 2016.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.