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Tiemann Investment Advisors’s Wells Fargo WFC Stock Holding History

Tiemann Investment 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
-3,981
Closed -$214K – 181
2019
Q4 		$214K Sell
3,981
-1,347
-25% -$70.5K 0.15% 171
2019
Q3 		$269K Sell
5,328
-1,996
-27% -$94K 0.2% 135
2019
Q2 		$347K Sell
7,324
-1,097
-13% -$51.3K 0.25% 114
2019
Q1 		$407K Sell
8,421
-793
-9% -$39K 0.31% 91
2018
Q4 		$425K Buy
9,214
+274
+3% +$14K 0.38% 71
2018
Q3 		$470K Sell
8,940
-322
-3% -$18.4K 0.36% 76
2018
Q2 		$514K Buy
9,262
+152
+2% +$8.14K 0.41% 68
2018
Q1 		$477K Sell
9,110
-2,853
-24% -$169K 0.38% 75
2017
Q4 		$726K Sell
11,963
-1,047
-8% -$59.1K 0.58% 52
2017
Q3 		$718K Sell
13,010
-1,373
-10% -$73K 0.61% 49
2017
Q2 		$797K Buy
14,383
+153
+1% +$8.2K 0.71% 39
2017
Q1 		$792K Sell
14,230
-1,863
-12% -$106K 0.73% 39
2016
Q4 		$887K Sell
16,093
-4,048
-20% -$204K 0.87% 35
2016
Q3 		$892K Sell
20,141
-1,023
-5% -$49K 0.82% 35
2016
Q2 		$1M Buy
21,164
+103
+0.5% +$5.02K 0.94% 29
2016
Q1 		$1.02M Buy
21,061
+1,478
+8% +$72.4K 1.01% 26
2015
Q4 		$1.06M Buy
19,583
+3,051
+18% +$166K 1.08% 22
2015
Q3 		$849K Buy
16,532
+2
+0% +$110 0.93% 29
2015
Q2 		$930K Sell
16,530
-197
-1% -$11K 0.95% 22
2015
Q1 		$910K Buy
16,727
+1,001
+6% +$54.1K 0.95% 26
2014
Q4 		$862K Sell
15,726
-23
-0.1% -$1.22K 0.93% 27
2014
Q3 		$817K Buy
15,749
+202
+1% +$10.4K 0.91% 29
2014
Q2 		$817K Buy
15,547
+2
+0% +$101 0.91% 30
2014
Q1 		$773K Buy
15,545
+350
+2% +$16.3K 0.87% 29
2013
Q4 		$690K Buy
+15,195
New +$656K 0.82% 35

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tiemann Investment Advisors's WFC Position: Q1 2020 in Review

Tiemann Investment Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 3,981 shares — an estimated $214K sold.

Tiemann Investment Advisors first reported a position in WFC in Q4 2013 and held it in 25 quarters. The position peaked at $1.06M in Q4 2015. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Tiemann Investment Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Tiemann Investment Advisors sold 3,981 Wells Fargo shares in Q1 2020, an estimated $214K.
  • Tiemann Investment Advisors first reported a position in Wells Fargo in Q4 2013 and held it in 25 quarters.
  • Tiemann Investment Advisors's Wells Fargo position peaked at $1.06M in Q4 2015.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Tiemann Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.