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Truvvo Partners’s Wells Fargo WFC Stock Holding History

Truvvo Partners’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
Q4 		– Sell
-14,073
Closed -$330K – 41
2020
Q3 		$330K Sell
14,073
-1,269
-8% -$31.3K 0.25% 25
2020
Q2 		$393K Buy
15,342
+3,864
+34% +$106K 0.31% 29
2020
Q1 		$329K Sell
11,478
-1,975
-15% -$84K 0.3% 25
2019
Q4 		$724K Sell
13,453
-6,125
-31% -$321K 0.38% 17
2019
Q3 		$988K Hold
19,578
– – 0.55% 17
2019
Q2 		$926K Buy
19,578
+8,079
+70% +$378K 0.52% 19
2019
Q1 		$556K Sell
11,499
-7,565
-40% -$372K 0.41% 15
2018
Q4 		$878K Buy
19,064
+3,554
+23% +$182K 0.63% 20
2018
Q3 		$815K Hold
15,510
– – 0.51% 26
2018
Q2 		$860K Sell
15,510
-49,776
-76% -$2.67M 0.57% 26
2018
Q1 		$3.42M Buy
65,286
+12,250
+23% +$728K 1.27% 21
2017
Q4 		$3.22M Hold
53,036
– – 1.09% 22
2017
Q3 		$2.93M Hold
53,036
– – 0.97% 26
2017
Q2 		$2.95M Buy
53,036
+23,796
+81% +$1.27M 1.07% 24
2017
Q1 		$1.63M Sell
29,240
-4,420
-13% -$251K 0.73% 32
2016
Q4 		$1.85K Hold
33,660
– – 0.65% 32
2016
Q3 		$1.49M Buy
33,660
+1,210
+4% +$57.9K 0.67% 37
2016
Q2 		$1.54M Sell
32,450
-5,200
-14% -$254K 0.79% 33
2016
Q1 		$1.82M Hold
37,650
– – 0.82% 25
2015
Q4 		$2.05M Buy
+37,650
New +$2.04M 1.07% 23

Other funds holding WFC

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Truvvo Partners's WFC Position: Q4 2020 in Review

Truvvo Partners sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 14,073 shares — an estimated $330K sold.

Truvvo Partners first reported a position in WFC in Q4 2015 and held it in 20 quarters. The position peaked at $3.42M in Q1 2018. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Truvvo Partners reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Truvvo Partners sold 14,073 Wells Fargo shares in Q4 2020, an estimated $330K.
  • Truvvo Partners first reported a position in Wells Fargo in Q4 2015 and held it in 20 quarters.
  • Truvvo Partners's Wells Fargo position peaked at $3.42M in Q1 2018.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Truvvo Partners's 13F filing for Q4 2020, filed 16 Feb 2021.