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Vivid Financial Management’s Wells Fargo WFC Stock Holding History

Vivid Financial 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
2020
Q4 		– Sell
-15,440
Closed -$363K – 139
2020
Q3 		$363K Buy
15,440
+1
+0% +$25 0.22% 64
2020
Q2 		$395K Buy
+15,439
New +$422K 0.25% 50

Other funds holding WFC

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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

Vivid Financial Management's WFC Position: Q4 2020 in Review

Vivid Financial Management sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 15,440 shares — an estimated $363K sold.

Vivid Financial Management first reported a position in WFC in Q2 2020 and held it in 2 quarters. The position peaked at $395K in Q2 2020. 1,757 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Vivid Financial Management reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Vivid Financial Management sold 15,440 Wells Fargo shares in Q4 2020, an estimated $363K.
  • Vivid Financial Management first reported a position in Wells Fargo in Q2 2020 and held it in 2 quarters.
  • Vivid Financial Management's Wells Fargo position peaked at $395K in Q2 2020.
  • 1,757 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Vivid Financial Management's 13F filing for Q4 2020, filed 19 Jan 2021.