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TRH Financial’s Wells Fargo WFC Stock Holding History

TRH Financial’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
Q4 		$207K Buy
+3,927
New +$206K 0.18% 68

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

TRH Financial's WFC Position: Q4 2019 in Review

TRH Financial opened a new position in Wells Fargo (WFC) in Q4 2019: 3,927 shares worth $207K. The stake represents 0.18% of the portfolio and ranks #68 among its holdings.

2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • TRH Financial held 3,927 shares of Wells Fargo worth $207K as of Q4 2019.
  • Wells Fargo was a new TRH Financial position in Q4 2019.
  • Wells Fargo made up 0.18% of TRH Financial's portfolio in Q4 2019, its #68 holding.
  • 2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on TRH Financial's 13F filing for Q4 2019, filed 21 Jan 2020.