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Sound View Wealth Advisors’s Wells Fargo WFC Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$991K Sell
20,510
-819
-4% -$40.3K 0.31% 87
2018
Q4 		$983K Buy
+21,329
New +$1.09M 0.36% 80

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sound View Wealth Advisors's WFC Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Wells Fargo (WFC) stake by 3.8% in Q1 2019, selling an estimated $40.3K and leaving 20,510 shares worth $991K. The position accounts for 0.31% of the portfolio, ranked #87.

Sound View Wealth Advisors first reported a position in WFC in Q4 2018 and has held it in 2 quarters since. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • Sound View Wealth Advisors held 20,510 shares of Wells Fargo worth $991K as of Q1 2019.
  • Sound View Wealth Advisors sold 819 Wells Fargo shares in Q1 2019, an estimated $40.3K.
  • Wells Fargo made up 0.31% of Sound View Wealth Advisors's portfolio in Q1 2019, its #87 holding.
  • Sound View Wealth Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 2 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.