Taylor Hoffman Wealth Management’s Wells Fargo WFC Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-4,732	Closed	-$121K	–	367
2020 Q2	$121K	Buy	+4,732	New	+$129K	0.08%	141
2020 Q1	–	Sell	-5,080	Closed	-$273K	–	387
2019 Q4	$273K	Sell	5,080 -130	-2%	-$6.81K	0.18%	105
2019 Q3	$263K	Sell	5,210 -79	-1%	-$3.72K	0.19%	104
2019 Q2	$250K	Sell	5,289 -136	-3%	-$6.36K	0.2%	103
2019 Q1	$262K	Sell	5,425 -1,245	-19%	-$61.2K	0.19%	102
2018 Q4	$307K	Sell	6,670 -261	-4%	-$13.4K	0.27%	78
2018 Q3	$364K	Hold	6,931	–	–	0.29%	80
2018 Q2	$384K	Hold	6,931	–	–	0.33%	73
2018 Q1	$363K	Buy	6,931 +59	+0.9%	+$3.5K	0.33%	76
2017 Q4	$417K	Buy	+6,872	New	+$388K	0.4%	71

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

Taylor Hoffman Wealth Management's WFC Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 4,732 shares — an estimated $121K sold.

Taylor Hoffman Wealth Management first reported a position in WFC in Q4 2017 and held it in 10 quarters. The position peaked at $417K in Q4 2017. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 4,732 Wells Fargo shares in Q3 2020, an estimated $121K.
Taylor Hoffman Wealth Management first reported a position in Wells Fargo in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Wells Fargo position peaked at $417K in Q4 2017.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.