WA
WFC icon

WealthTrust-Arizona’s Wells Fargo WFC Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$192K Buy
4,175
+6
+0.1% +$307 0.11% 65
2018
Q3 		$219K Sell
4,169
-3
-0.1% -$171 0.1% 66
2018
Q2 		$231K Sell
4,172
-59
-1% -$3.16K 0.12% 59
2018
Q1 		$222K Sell
4,231
-10
-0.2% -$594 0.12% 60
2017
Q4 		$257K Hold
4,241
– – 0.13% 58
2017
Q3 		$234K Sell
4,241
-700
-14% -$37.2K 0.12% 60
2017
Q2 		$274K Hold
4,941
– – 0.14% 54
2017
Q1 		$275K Hold
4,941
– – 0.15% 56
2016
Q4 		$272K Buy
4,941
+554
+13% +$27.9K 0.16% 57
2016
Q3 		$194K Buy
4,387
+1,196
+37% +$57.2K 0.12% 67
2016
Q2 		$151K Buy
3,191
+1
+0% +$49 0.09% 78
2016
Q1 		$154K Sell
3,190
-1,045
-25% -$51.2K 0.1% 70
2015
Q4 		$230K Sell
4,235
-1
-0% -$54 0.14% 59
2015
Q3 		$218K Sell
4,236
-14
-0.3% -$770 0.14% 59
2015
Q2 		$239K Sell
4,250
-4
-0.1% -$223 0.14% 59
2015
Q1 		$231K Buy
4,254
+49
+1% +$2.65K 0.14% 59
2014
Q4 		$231K Buy
4,205
+1,893
+82% +$100K 0.19% 58
2014
Q3 		$120K Sell
2,312
-9
-0.4% -$463 0.13% 87
2014
Q2 		$122K Sell
2,321
-246
-10% -$12.4K 0.13% 92
2014
Q1 		$128K Hold
2,567
– – 0.14% 77
2013
Q4 		$117K Sell
2,567
-21
-0.8% -$907 0.14% 79
2013
Q3 		$107K Hold
2,588
– – 0.13% 85
2013
Q2 		$107K Buy
+2,588
New +$101K 0.14% 80

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

WealthTrust-Arizona's WFC Position: Q4 2018 in Review

WealthTrust-Arizona increased its Wells Fargo (WFC) stake by 0.14% in Q4 2018, buying an estimated $307 and bringing the position to 4,175 shares worth $192K. The position accounts for 0.11% of the portfolio, ranked #65.

WealthTrust-Arizona first reported a position in WFC in Q2 2013 and has held it in 23 quarters since. The position peaked at $275K in Q1 2017. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • WealthTrust-Arizona held 4,175 shares of Wells Fargo worth $192K as of Q4 2018.
  • WealthTrust-Arizona bought 6 Wells Fargo shares in Q4 2018, an estimated $307.
  • Wells Fargo made up 0.11% of WealthTrust-Arizona's portfolio in Q4 2018, its #65 holding.
  • WealthTrust-Arizona first reported a position in Wells Fargo in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Wells Fargo position peaked at $275K in Q1 2017.
  • 2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.