WealthStone’s Wells Fargo WFC Stock Holding History

WealthStone’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	-11,751	Closed	-$301K	–	249
2020 Q2	$301K	Buy	+11,751	New	+$322K	0.14%	115
2019 Q3	–	Sell	-296	Closed	-$14K	–	598
2019 Q2	$14K	Buy	+296	New	+$13.8K	0.01%	232

Other funds holding WFC

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

WealthStone's WFC Position: Q3 2020 in Review

WealthStone sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 11,751 shares — an estimated $301K sold.

WealthStone first reported a position in WFC in Q2 2019 and held it in 2 quarters. The position peaked at $301K in Q2 2020. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

WealthStone reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
WealthStone sold 11,751 Wells Fargo shares in Q3 2020, an estimated $301K.
WealthStone first reported a position in Wells Fargo in Q2 2019 and held it in 2 quarters.
WealthStone's Wells Fargo position peaked at $301K in Q2 2020.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.