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Stewardship Financial Advisors’s Wells Fargo WFC Stock Holding History

Stewardship Financial 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
2020
Q1 		– Sell
-4,153
Closed -$223K – 89
2019
Q4 		$223K Buy
+4,153
New +$218K 0.08% 54

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State Street
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Fidelity Investments
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T. Rowe Price Associates
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Geode Capital Management
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Stewardship Financial Advisors's WFC Position: Q1 2020 in Review

Stewardship Financial Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,153 shares — an estimated $223K sold.

Stewardship Financial Advisors first reported a position in WFC in Q4 2019 and held it in 1 quarter. The position peaked at $223K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Stewardship Financial Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Stewardship Financial Advisors sold 4,153 Wells Fargo shares in Q1 2020, an estimated $223K.
  • Stewardship Financial Advisors first reported a position in Wells Fargo in Q4 2019 and held it in 1 quarter.
  • Stewardship Financial Advisors's Wells Fargo position peaked at $223K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Stewardship Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.