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Vantage Wealth’s Wells Fargo WFC Stock Holding History

Vantage Wealth’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
2018
Q4 		– Sell
-160,829
Closed -$8.45M – 32
2018
Q3 		$8.45M Sell
160,829
-458
-0.3% -$26.1K 3.65% 16
2018
Q2 		$8.94M Buy
161,287
+1,100
+0.7% +$58.9K 4.3% 7
2018
Q1 		$8.39M Sell
160,187
-703
-0.4% -$41.8K 4.26% 9
2017
Q4 		$8.87M Hold
160,890
– – 4.7% 8
2017
Q3 		$8.87M Sell
160,890
-855
-0.5% -$45.4K 4.7% 8
2017
Q2 		$8.96M Sell
161,745
-3,410
-2% -$183K 4.78% 2
2017
Q1 		$9.19M Sell
165,155
-10,195
-6% -$578K 5.01% 1
2016
Q4 		$9.66M Sell
175,350
-2,220
-1% -$112K 5.31% 2
2016
Q3 		$7.86M Buy
177,570
+36,595
+26% +$1.75M 4.48% 14
2016
Q2 		$6.67M Buy
+140,975
New +$6.87M 4.25% 20

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Vantage Wealth's WFC Position: Q4 2018 in Review

Vantage Wealth sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 160,829 shares — an estimated $8.45M sold.

Vantage Wealth first reported a position in WFC in Q2 2016 and held it in 10 quarters. The position peaked at $9.66M in Q4 2016. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Vantage Wealth reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Vantage Wealth sold 160,829 Wells Fargo shares in Q4 2018, an estimated $8.45M.
  • Vantage Wealth first reported a position in Wells Fargo in Q2 2016 and held it in 10 quarters.
  • Vantage Wealth's Wells Fargo position peaked at $9.66M in Q4 2016.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Vantage Wealth's 13F filing for Q4 2018, filed 15 Feb 2019.