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Vontobel Swiss Wealth Advisors’s Wells Fargo WFC Stock Holding History

Vontobel Swiss Wealth Advisors’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
Q3 		– Sell
-11,000
Closed -$282K – 85
2020
Q2 		$282K Sell
11,000
-2,800
-20% -$76.6K 0.19% 67
2020
Q1 		$396K Sell
13,800
-1,000
-7% -$42.5K 0.3% 60
2019
Q4 		$796K Sell
14,800
-28,975
-66% -$1.52M 0.52% 50
2019
Q3 		$2.21M Sell
43,775
-7,200
-14% -$339K 1.42% 28
2019
Q2 		$2.41M Buy
+50,975
New +$2.38M 1.29% 31
2016
Q4 		– Sell
-32,580
Closed -$1.44M – 79
2016
Q3 		$1.44M Sell
32,580
-4,137
-11% -$198K 0.77% 38
2016
Q2 		$1.56M Buy
36,717
+4,152
+13% +$202K 0.93% 38
2016
Q1 		$1.57M Buy
32,565
+5,480
+20% +$268K 0.84% 38
2015
Q4 		$1.47M Buy
27,085
+900
+3% +$48.9K 0.87% 40
2015
Q3 		$1.31M Sell
26,185
-5,537
-17% -$304K 0.9% 35
2015
Q2 		$1.6M Buy
31,722
+8,753
+38% +$488K 1.07% 32
2015
Q1 		$1.25M Buy
22,969
+244
+1% +$13.2K 0.85% 34
2014
Q4 		$1.25M Buy
+22,725
New +$1.2M 0.91% 30

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's WFC Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 11,000 shares — an estimated $282K sold.

Vontobel Swiss Wealth Advisors first reported a position in WFC in Q4 2014 and held it in 13 quarters. The position peaked at $2.41M in Q2 2019. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 11,000 Wells Fargo shares in Q3 2020, an estimated $282K.
  • Vontobel Swiss Wealth Advisors first reported a position in Wells Fargo in Q4 2014 and held it in 13 quarters.
  • Vontobel Swiss Wealth Advisors's Wells Fargo position peaked at $2.41M in Q2 2019.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.