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SVA Wealth Management’s Wells Fargo WFC Stock Holding History

SVA 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
2019
Q1 		– Sell
-5,913
Closed -$272K – 220
2018
Q4 		$272K Sell
5,913
-1,242
-17% -$63.6K 0.03% 184
2018
Q3 		$376K Buy
7,155
+800
+13% +$45.7K 0.04% 171
2018
Q2 		$352K Sell
6,355
-82,329
-93% -$4.41M 0.04% 175
2018
Q1 		$4.89M Buy
88,684
+3,384
+4% +$201K 0.6% 49
2017
Q4 		$5.17M Sell
85,300
-3,384
-4% -$191K 0.61% 49
2017
Q3 		$4.89M Sell
88,684
-1,543
-2% -$82K 0.6% 49
2017
Q2 		$5M Buy
90,227
+250
+0.3% +$13.4K 0.65% 47
2017
Q1 		$5.01M Sell
89,977
-1,903
-2% -$108K 0.68% 45
2016
Q4 		$5.06M Sell
91,880
-380
-0.4% -$19.1K 0.75% 40
2016
Q3 		$4.08M Sell
92,260
-11,032
-11% -$528K 0.64% 51
2016
Q2 		$4.89M Buy
103,292
+105
+0.1% +$5.12K 0.79% 37
2016
Q1 		$4.99M Buy
103,187
+17,722
+21% +$868K 0.83% 37
2015
Q4 		$4.65M Buy
85,465
+18,348
+27% +$996K 0.8% 37
2015
Q3 		$3.45M Buy
67,117
+7,470
+13% +$411K 0.64% 55
2015
Q2 		$3.35M Buy
59,647
+1,696
+3% +$94.6K 0.62% 58
2015
Q1 		$3.15M Buy
57,951
+25,825
+80% +$1.4M 0.58% 62
2014
Q4 		$1.76M Buy
32,126
+2,274
+8% +$120K 0.64% 35
2014
Q3 		$1.55M Sell
29,852
-169
-0.6% -$8.69K 0.66% 34
2014
Q2 		$1.58M Buy
30,021
+887
+3% +$44.6K 0.67% 37
2014
Q1 		$1.45M Buy
29,134
+4,333
+17% +$202K 0.68% 35
2013
Q4 		$1.13M Buy
+24,801
New +$1.07M 0.67% 40

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

SVA Wealth Management's WFC Position: Q1 2019 in Review

SVA Wealth Management sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 5,913 shares — an estimated $272K sold.

SVA Wealth Management first reported a position in WFC in Q4 2013 and held it in 21 quarters. The position peaked at $5.17M in Q4 2017. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • SVA Wealth Management reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
  • SVA Wealth Management sold 5,913 Wells Fargo shares in Q1 2019, an estimated $272K.
  • SVA Wealth Management first reported a position in Wells Fargo in Q4 2013 and held it in 21 quarters.
  • SVA Wealth Management's Wells Fargo position peaked at $5.17M in Q4 2017.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on SVA Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.