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Shine Investment Advisory Services’s Wells Fargo WFC Stock Holding History

Shine Investment Advisory Services’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
Q3 		$87K Buy
3,706
+400
+12% +$9.86K 0.03% 212
2020
Q2 		$85K Sell
3,306
-2,009
-38% -$55K 0.03% 216
2020
Q1 		$153K Buy
5,315
+741
+16% +$31.5K 0.07% 129
2019
Q4 		$246K Buy
4,574
+619
+16% +$32.4K 0.1% 109
2019
Q3 		$200K Buy
3,955
+13
+0.3% +$612 0.09% 112
2019
Q2 		$187K Buy
3,942
+12
+0.3% +$561 0.09% 118
2019
Q1 		$190K Buy
3,930
+11
+0.3% +$541 0.09% 124
2018
Q4 		$181K Buy
3,919
+10
+0.3% +$512 0.09% 113
2018
Q3 		$205K Sell
3,909
-178
-4% -$10.2K 0.11% 106
2018
Q2 		$227K Buy
4,087
+8
+0.2% +$429 0.12% 96
2018
Q1 		$214K Buy
4,079
+241
+6% +$14.3K 0.11% 96
2017
Q4 		$233K Sell
3,838
-77
-2% -$4.35K 0.12% 94
2017
Q3 		$216K Buy
3,915
+94
+2% +$5K 0.11% 97
2017
Q2 		$212K Sell
3,821
-442
-10% -$23.7K 0.11% 93
2017
Q1 		$237K Buy
+4,263
New +$242K 0.16% 76

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Shine Investment Advisory Services's WFC Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Wells Fargo (WFC) stake by 12% in Q3 2020, buying an estimated $9.86K and bringing the position to 3,706 shares worth $87K. The position accounts for 0.03% of the portfolio, ranked #212.

Shine Investment Advisory Services first reported a position in WFC in Q1 2017 and has held it in 15 quarters since. The position peaked at $246K in Q4 2019. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Shine Investment Advisory Services held 3,706 shares of Wells Fargo worth $87K as of Q3 2020.
  • Shine Investment Advisory Services bought 400 Wells Fargo shares in Q3 2020, an estimated $9.86K.
  • Wells Fargo made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #212 holding.
  • Shine Investment Advisory Services first reported a position in Wells Fargo in Q1 2017 and has held it in 15 quarters since.
  • Shine Investment Advisory Services's Wells Fargo position peaked at $246K in Q4 2019.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.