SWMG
WFC icon

Signature Wealth Management Group’s Wells Fargo WFC Stock Holding History

Signature Wealth Management Group’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
Q2 		– Sell
-40,528
Closed -$1.16M – 73
2020
Q1 		$1.16M Buy
+40,528
New +$1.72M 1.02% 38
2018
Q4 		– Sell
-568
Closed -$30K – 300
2018
Q3 		$30K Hold
568
– – 0.02% 131
2018
Q2 		$31K Buy
568
+35
+7% +$1.88K 0.02% 127
2018
Q1 		$28K Hold
533
– – 0.02% 127
2017
Q4 		$32K Buy
+533
New +$30.1K 0.02% 117

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Signature Wealth Management Group's WFC Position: Q2 2020 in Review

Signature Wealth Management Group sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 40,528 shares — an estimated $1.16M sold.

Signature Wealth Management Group first reported a position in WFC in Q4 2017 and held it in 5 quarters. The position peaked at $1.16M in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Signature Wealth Management Group reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Signature Wealth Management Group sold 40,528 Wells Fargo shares in Q2 2020, an estimated $1.16M.
  • Signature Wealth Management Group first reported a position in Wells Fargo in Q4 2017 and held it in 5 quarters.
  • Signature Wealth Management Group's Wells Fargo position peaked at $1.16M in Q1 2020.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Signature Wealth Management Group's 13F filing for Q2 2020, filed 20 Jul 2020.