RHS Financial’s Wells Fargo WFC Stock Holding History

RHS Financial’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	-5,147	Closed	-$249K	–	67
2019 Q1	$249K	Sell	5,147 -390	-7%	-$19.2K	0.32%	56
2018 Q4	$255K	Buy	+5,537	New	+$284K	0.37%	51

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

RHS Financial's WFC Position: Q2 2019 in Review

RHS Financial sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 5,147 shares — an estimated $249K sold.

RHS Financial first reported a position in WFC in Q4 2018 and held it in 2 quarters. The position peaked at $255K in Q4 2018. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

RHS Financial reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
RHS Financial sold 5,147 Wells Fargo shares in Q2 2019, an estimated $249K.
RHS Financial first reported a position in Wells Fargo in Q4 2018 and held it in 2 quarters.
RHS Financial's Wells Fargo position peaked at $255K in Q4 2018.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on RHS Financial's 13F filing for Q2 2019, filed 11 Jun 2020.