TRAM
WFC icon

Tuscan Ridge Asset Management’s Wells Fargo WFC Stock Holding History

Tuscan Ridge Asset 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
2019
Q2 		– Sell
-73,200
Closed -$3.54M – 815
2019
Q1 		$3.54M Buy
73,200
+43,200
+144% +$2.12M 0.26% 105
2018
Q4 		$1.38M Buy
+30,000
New +$1.54M 0.14% 193

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Tuscan Ridge Asset Management's WFC Position: Q2 2019 in Review

Tuscan Ridge Asset Management sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 11,035 shares — an estimated $533K sold.

Tuscan Ridge Asset Management first reported a position in WFC in Q1 2019 and held it in 1 quarter. The position peaked at $533K in Q1 2019. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Tuscan Ridge Asset Management reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • Tuscan Ridge Asset Management sold 11,035 Wells Fargo shares in Q2 2019, an estimated $533K.
  • Tuscan Ridge Asset Management first reported a position in Wells Fargo in Q1 2019 and held it in 1 quarter.
  • Tuscan Ridge Asset Management's Wells Fargo position peaked at $533K in Q1 2019.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Tuscan Ridge Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.