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Truepoint Inc’s Wells Fargo WFC Stock Holding History

Truepoint Inc’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
Q3 		– Sell
-4,963
Closed -$235K – 125
2019
Q2 		$235K Buy
+4,963
New +$232K 0.02% 109
2018
Q4 		– Sell
-4,390
Closed -$231K – 112
2018
Q3 		$231K Sell
4,390
-432
-9% -$24.7K 0.02% 96
2018
Q2 		$267K Buy
+4,822
New +$258K 0.02% 90

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Truepoint Inc's WFC Position: Q3 2019 in Review

Truepoint Inc sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 4,963 shares — an estimated $235K sold.

Truepoint Inc first reported a position in WFC in Q2 2018 and held it in 3 quarters. The position peaked at $267K in Q2 2018. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Truepoint Inc reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Truepoint Inc sold 4,963 Wells Fargo shares in Q3 2019, an estimated $235K.
  • Truepoint Inc first reported a position in Wells Fargo in Q2 2018 and held it in 3 quarters.
  • Truepoint Inc's Wells Fargo position peaked at $267K in Q2 2018.
  • 1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Truepoint Inc's 13F filing for Q3 2019, filed 7 Nov 2019.