Wealth Advisors of Tampa Bay’s Wells Fargo WFC Stock Holding History

Wealth Advisors of Tampa Bay’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
2019 Q2	–	Sell	-64,011	Closed	-$3.09M	–	75
2019 Q1	$3.09M	Sell	64,011 -2,355	-4%	-$116K	2.24%	18
2018 Q4	$3.06M	Buy	66,366 +204	+0.3%	+$10.4K	2.49%	13
2018 Q3	$3.48M	Buy	66,162 +16,767	+34%	+$957K	2.44%	18
2018 Q2	$2.78M	Buy	49,395 +1,471	+3%	+$78.8K	2.12%	23
2018 Q1	$2.52M	Buy	47,924 +1,986	+4%	+$118K	1.82%	26
2017 Q4	$2.85M	Buy	+45,938	New	+$2.59M	1.96%	24

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wealth Advisors of Tampa Bay's WFC Position: Q2 2019 in Review

Wealth Advisors of Tampa Bay sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 64,011 shares — an estimated $3.09M sold.

Wealth Advisors of Tampa Bay first reported a position in WFC in Q4 2017 and held it in 6 quarters. The position peaked at $3.48M in Q3 2018. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Wealth Advisors of Tampa Bay reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 64,011 Wells Fargo shares in Q2 2019, an estimated $3.09M.
Wealth Advisors of Tampa Bay first reported a position in Wells Fargo in Q4 2017 and held it in 6 quarters.
Wealth Advisors of Tampa Bay's Wells Fargo position peaked at $3.48M in Q3 2018.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2019, filed 23 Jul 2019.