Squar Milner Financial Services’s Wells Fargo WFC Stock Holding History

Squar Milner Financial Services’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	-13,046	Closed	-$334K	–	196
2020 Q2	$334K	Sell	13,046 -3,143	-19%	-$86K	0.19%	135
2020 Q1	$464K	Buy	16,189 +2,364	+17%	+$100K	0.28%	72
2019 Q4	$743K	Sell	13,825 -332	-2%	-$17.4K	0.37%	50
2019 Q3	$333K	Buy	14,157 +2,622	+23%	+$124K	0.17%	146
2019 Q2	$546K	Buy	11,535 +20	+0.2%	+$935	0.37%	56
2019 Q1	$556K	Buy	11,515 +340	+3%	+$16.7K	0.41%	48
2018 Q4	$515K	Hold	11,175	–	–	0.49%	42
2018 Q3	$587K	Sell	11,175 -3,607	-24%	-$206K	0.53%	37
2018 Q2	$820K	Hold	14,782	–	–	0.72%	25
2018 Q1	$775K	Buy	14,782 +2,011	+16%	+$119K	0.98%	22
2017 Q4	$841K	Buy	+12,771	New	+$721K	1.02%	22

Other funds holding WFC

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Squar Milner Financial Services's WFC Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 13,046 shares — an estimated $334K sold.

Squar Milner Financial Services first reported a position in WFC in Q4 2017 and held it in 11 quarters. The position peaked at $841K in Q4 2017. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Squar Milner Financial Services reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 13,046 Wells Fargo shares in Q3 2020, an estimated $334K.
Squar Milner Financial Services first reported a position in Wells Fargo in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Wells Fargo position peaked at $841K in Q4 2017.
1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.