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Wambolt & Associates’s Wells Fargo WFC Stock Holding History

Wambolt & Associates’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
Q2 		– Sell
-9,167
Closed -$263K – 180
2020
Q1 		$263K Sell
9,167
-642
-7% -$27.3K 0.27% 124
2019
Q4 		$528K Sell
9,809
-158
-2% -$8.28K 0.4% 83
2019
Q3 		$503K Buy
9,967
+2,140
+27% +$101K 0.42% 79
2019
Q2 		$370K Hold
7,827
– – 0.31% 113
2019
Q1 		$377K Sell
7,827
-678
-8% -$33.3K 0.34% 97
2018
Q4 		$392K Buy
+8,505
New +$436K 0.43% 75

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wambolt & Associates's WFC Position: Q2 2020 in Review

Wambolt & Associates sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 9,167 shares — an estimated $263K sold.

Wambolt & Associates first reported a position in WFC in Q4 2018 and held it in 6 quarters. The position peaked at $528K in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Wambolt & Associates reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Wambolt & Associates sold 9,167 Wells Fargo shares in Q2 2020, an estimated $263K.
  • Wambolt & Associates first reported a position in Wells Fargo in Q4 2018 and held it in 6 quarters.
  • Wambolt & Associates's Wells Fargo position peaked at $528K in Q4 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Wambolt & Associates's 13F filing for Q2 2020, filed 23 Jul 2020.