Smith Capital Management’s Wells Fargo WFC Stock Holding History

Smith Capital Management’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	-5,048	Closed	-$272K	–	88
2019 Q4	$272K	Sell	5,048 -1,033	-17%	-$54.1K	0.17%	73
2019 Q3	$307K	Buy	6,081 +113	+2%	+$5.32K	0.22%	64
2019 Q2	$282K	Sell	5,968 -532	-8%	-$24.9K	0.21%	69
2019 Q1	$314K	Hold	6,500	–	–	0.25%	63
2018 Q4	$300K	Buy	+6,500	New	+$333K	0.25%	57

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

Smith Capital Management's WFC Position: Q1 2020 in Review

Smith Capital Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,048 shares — an estimated $272K sold.

Smith Capital Management first reported a position in WFC in Q4 2018 and held it in 5 quarters. The position peaked at $314K in Q1 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Smith Capital Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Smith Capital Management sold 5,048 Wells Fargo shares in Q1 2020, an estimated $272K.
Smith Capital Management first reported a position in Wells Fargo in Q4 2018 and held it in 5 quarters.
Smith Capital Management's Wells Fargo position peaked at $314K in Q1 2019.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Smith Capital Management's 13F filing for Q1 2020, filed 4 May 2020.