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WFC icon

SimplyRich’s Wells Fargo WFC Stock Holding History

SimplyRich’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
-15,983
Closed -$857K – 151
2019
Q4 		$857K Buy
15,983
+592
+4% +$31K 0.43% 65
2019
Q3 		$780K Buy
15,391
+729
+5% +$34.3K 0.43% 68
2019
Q2 		$694K Sell
14,662
-1,900
-11% -$88.9K 0.38% 75
2019
Q1 		$800K Buy
16,562
+1,062
+7% +$52.2K 0.65% 41
2018
Q4 		$710K Sell
15,500
-596
-4% -$30.5K 0.65% 48
2018
Q3 		$846K Hold
16,096
– – 0.46% 65
2018
Q2 		$892K Hold
16,096
– – 0.51% 64
2018
Q1 		$844K Hold
16,096
– – 0.47% 68
2017
Q4 		$977K Buy
+16,096
New +$909K 0.55% 57

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SimplyRich's WFC Position: Q1 2020 in Review

SimplyRich sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 15,983 shares — an estimated $857K sold.

SimplyRich first reported a position in WFC in Q4 2017 and held it in 9 quarters. The position peaked at $977K in Q4 2017. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • SimplyRich reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • SimplyRich sold 15,983 Wells Fargo shares in Q1 2020, an estimated $857K.
  • SimplyRich first reported a position in Wells Fargo in Q4 2017 and held it in 9 quarters.
  • SimplyRich's Wells Fargo position peaked at $977K in Q4 2017.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on SimplyRich's 13F filing for Q1 2020, filed 6 May 2020.