WAM
WFC icon

Wealthspire Advisors (Maryland)’s Wells Fargo WFC Stock Holding History

Wealthspire Advisors (Maryland)’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 		$541K Buy
23,008
+1,273
+6% +$31.4K 0.02% 258
2020
Q2 		$556K Sell
21,735
-2,575
-11% -$70.5K 0.04% 237
2020
Q1 		$698K Sell
24,310
-7,395
-23% -$314K 0.06% 191
2019
Q4 		$1.71M Buy
31,705
+3,739
+13% +$196K 0.11% 110
2019
Q3 		$1.41M Buy
27,966
+1,205
+5% +$56.8K 0.1% 111
2019
Q2 		$1.27M Sell
26,761
-4,038
-13% -$189K 0.09% 114
2019
Q1 		$1.49M Buy
30,799
+1,512
+5% +$74.4K 0.11% 107
2018
Q4 		$1.35M Sell
29,287
-5,856
-17% -$300K 0.12% 101
2018
Q3 		$1.85M Sell
35,143
-803
-2% -$45.8K 0.15% 88
2018
Q2 		$1.99M Sell
35,946
-3,202
-8% -$172K 0.18% 76
2018
Q1 		$2.05M Sell
39,148
-6,608
-14% -$393K 0.19% 78
2017
Q4 		$2.78M Buy
45,756
+8,350
+22% +$472K 0.27% 64
2017
Q3 		$2.06M Sell
37,406
-614
-2% -$32.6K 0.22% 72
2017
Q2 		$2.11M Buy
38,020
+5,931
+18% +$318K 0.25% 67
2017
Q1 		$1.79M Buy
32,089
+5,924
+23% +$336K 0.25% 60
2016
Q4 		$1.44M Buy
26,165
+1,223
+5% +$61.5K 0.22% 72
2016
Q3 		$1.1M Buy
24,942
+3,711
+17% +$178K 0.17% 95
2016
Q2 		$1M Sell
21,231
-420
-2% -$20.5K 0.17% 94
2016
Q1 		$1.05M Buy
21,651
+2,100
+11% +$103K 0.18% 86
2015
Q4 		$1.06M Buy
+19,551
New +$1.06M 0.2% 84

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

Wealthspire Advisors (Maryland)'s WFC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Wells Fargo (WFC) stake by 5.9% in Q3 2020, buying an estimated $31.4K and bringing the position to 23,008 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #258.

Wealthspire Advisors (Maryland) first reported a position in WFC in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.78M in Q4 2017. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 23,008 shares of Wells Fargo worth $541K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,273 Wells Fargo shares in Q3 2020, an estimated $31.4K.
  • Wells Fargo made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #258 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Wells Fargo in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Wells Fargo position peaked at $2.78M in Q4 2017.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.