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Stonebridge Financial Planning Group’s Wells Fargo WFC Stock Holding History

Stonebridge Financial Planning Group’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
Q2 		– Sell
-132
Closed -$4K – 416
2020
Q1 		$4K Buy
+132
New +$5.61K ﹤0.01% 376

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Stonebridge Financial Planning Group's WFC Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 132 shares — an estimated $4K sold.

Stonebridge Financial Planning Group first reported a position in WFC in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 132 Wells Fargo shares in Q2 2020, an estimated $4K.
  • Stonebridge Financial Planning Group first reported a position in Wells Fargo in Q1 2020 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Wells Fargo position peaked at $4K in Q1 2020.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.