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Strategic Wealth Management’s Wells Fargo WFC Stock Holding History

Strategic Wealth 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
Q2 		– Sell
-15,071
Closed -$433K – 62
2020
Q1 		$433K Buy
+15,071
New +$641K 0.57% 19

Other funds holding WFC

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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

Strategic Wealth Management's WFC Position: Q2 2020 in Review

Strategic Wealth Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 15,071 shares — an estimated $433K sold.

Strategic Wealth Management first reported a position in WFC in Q1 2020 and held it in 1 quarter. The position peaked at $433K in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Strategic Wealth Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Strategic Wealth Management sold 15,071 Wells Fargo shares in Q2 2020, an estimated $433K.
  • Strategic Wealth Management first reported a position in Wells Fargo in Q1 2020 and held it in 1 quarter.
  • Strategic Wealth Management's Wells Fargo position peaked at $433K in Q1 2020.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Strategic Wealth Management's 13F filing for Q2 2020, filed 26 Aug 2020.