Valeo Financial Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,250
Closed -$21K 1879
2018
Q3
$21K Hold
1,250
﹤0.01% 775
2018
Q2
$31K Hold
1,250
﹤0.01% 647
2018
Q1
$24K Hold
1,250
﹤0.01% 667
2017
Q4
$34K Hold
1,250
0.01% 559
2017
Q3
$27K Buy
+1,250
New +$24.6K 0.01% 520

Valeo Financial Advisors's WFC.WS Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2018, closing a stake of 1,250 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in WFC.WS in Q3 2017 and held it in 5 quarters. The position peaked at $34K in Q4 2017. 0 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Wells Fargo & Company Ws position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,250 Wells Fargo & Company Ws shares in Q4 2018, an estimated $21K.
  • Valeo Financial Advisors first reported a position in Wells Fargo & Company Ws in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Wells Fargo & Company Ws position peaked at $34K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.