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Shoker Investment Counsel’s Wells Fargo WFC Stock Holding History

Shoker Investment Counsel’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 		– Sell
-18,422
Closed -$471K – 91
2020
Q2 		$471K Sell
18,422
-336
-2% -$9.19K 0.33% 61
2020
Q1 		$538K Buy
18,758
+2,987
+19% +$127K 0.45% 56
2019
Q4 		$848K Buy
15,771
+478
+3% +$25K 0.56% 52
2019
Q3 		$771K Buy
15,293
+259
+2% +$12.2K 0.55% 53
2019
Q2 		$711K Sell
15,034
-270
-2% -$12.6K 0.52% 52
2019
Q1 		$739K Buy
15,304
+2,648
+21% +$130K 0.55% 51
2018
Q4 		$583K Buy
12,656
+384
+3% +$19.7K 0.49% 56
2018
Q3 		$645K Buy
12,272
+1,254
+11% +$71.6K 0.47% 55
2018
Q2 		$610K Buy
11,018
+2,633
+31% +$141K 0.45% 58
2018
Q1 		$439K Buy
8,385
+348
+4% +$20.7K 0.33% 69
2017
Q4 		$487K Buy
+8,037
New +$454K 0.35% 69

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

Shoker Investment Counsel's WFC Position: Q3 2020 in Review

Shoker Investment Counsel sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 18,422 shares — an estimated $471K sold.

Shoker Investment Counsel first reported a position in WFC in Q4 2017 and held it in 11 quarters. The position peaked at $848K in Q4 2019. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Shoker Investment Counsel reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Shoker Investment Counsel sold 18,422 Wells Fargo shares in Q3 2020, an estimated $471K.
  • Shoker Investment Counsel first reported a position in Wells Fargo in Q4 2017 and held it in 11 quarters.
  • Shoker Investment Counsel's Wells Fargo position peaked at $848K in Q4 2019.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Shoker Investment Counsel's 13F filing for Q3 2020, filed 9 Nov 2020.