Rice Partnership’s Wells Fargo WFC Stock Holding History

Rice Partnership’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	-5,986	Closed	-$322K	–	111
2019 Q4	$322K	Sell	5,986 -1,065	-15%	-$55.8K	0.18%	60
2019 Q3	$356K	Buy	+7,051	New	+$332K	0.22%	60
2018 Q4	–	Sell	-5,228	Closed	-$275K	–	81
2018 Q3	$275K	Sell	5,228 -3,291	-39%	-$188K	0.17%	63
2018 Q2	$472K	Buy	8,519 +1,254	+17%	+$67.2K	0.31%	54
2018 Q1	$381K	Hold	7,265	–	–	0.25%	55
2017 Q4	$441K	Buy	+7,265	New	+$410K	0.31%	59

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Rice Partnership's WFC Position: Q1 2020 in Review

Rice Partnership sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,986 shares — an estimated $322K sold.

Rice Partnership first reported a position in WFC in Q4 2017 and held it in 6 quarters. The position peaked at $472K in Q2 2018. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Rice Partnership reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Rice Partnership sold 5,986 Wells Fargo shares in Q1 2020, an estimated $322K.
Rice Partnership first reported a position in Wells Fargo in Q4 2017 and held it in 6 quarters.
Rice Partnership's Wells Fargo position peaked at $472K in Q2 2018.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Rice Partnership's 13F filing for Q1 2020, filed 11 May 2020.