WA
WFC icon

Wheatland Advisors’s Wells Fargo WFC Stock Holding History

Wheatland Advisors’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
Q1 		– Sell
-13,487
Closed -$726K – 81
2019
Q4 		$726K Sell
13,487
-3,805
-22% -$199K 0.93% 41
2019
Q3 		$872K Sell
17,292
-2,600
-13% -$122K 0.79% 45
2019
Q2 		$941K Hold
19,892
– – 0.71% 48
2019
Q1 		$961K Sell
19,892
-329
-2% -$16.2K 0.73% 44
2018
Q4 		$932K Buy
20,221
+2
+0% +$102 0.81% 41
2018
Q3 		$1.06M Buy
20,219
+2
+0% +$114 0.8% 44
2018
Q2 		$1.12M Buy
20,217
+1
+0% +$54 0.91% 37
2018
Q1 		$1.06M Sell
20,216
-1,098
-5% -$65.2K 0.87% 40
2017
Q4 		$1.29M Sell
21,314
-99
-0.5% -$5.59K 1.05% 31
2017
Q3 		$1.18M Sell
21,413
-2,898
-12% -$154K 1.01% 34
2017
Q2 		$1.35M Sell
24,311
-298
-1% -$16K 1.21% 28
2017
Q1 		$1.37M Buy
24,609
+2,201
+10% +$125K 1.22% 28
2016
Q4 		$1.24M Buy
22,408
+2
+0% +$101 1.1% 31
2016
Q3 		$992K Buy
22,406
+1
+0% +$48 0.93% 38
2016
Q2 		$1.06M Sell
22,405
-598
-3% -$29.2K 1.02% 37
2016
Q1 		$1.11M Sell
23,003
-599
-3% -$29.3K 1.14% 35
2015
Q4 		$1.28M Buy
23,602
+2
+0% +$109 1.31% 31
2015
Q3 		$1.21M Sell
23,600
-50
-0.2% -$2.75K 1.31% 30
2015
Q2 		$1.33M Buy
23,650
+2
+0% +$112 1.28% 28
2015
Q1 		$1.29M Sell
23,648
-149
-0.6% -$8.05K 1.28% 29
2014
Q4 		$1.3M Sell
23,797
-49
-0.2% -$2.59K 1.27% 29
2014
Q3 		$1.24M Buy
23,846
+402
+2% +$20.7K 1.24% 32
2014
Q2 		$352K Buy
23,444
+1
+0% +$50 0.32% 74
2014
Q1 		$1.17M Hold
23,443
– – 1.19% 35
2013
Q4 		$1.06M Buy
+23,443
New +$1.01M 1.12% 38

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

Wheatland Advisors's WFC Position: Q1 2020 in Review

Wheatland Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 13,487 shares — an estimated $726K sold.

Wheatland Advisors first reported a position in WFC in Q4 2013 and held it in 25 quarters. The position peaked at $1.37M in Q1 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Wheatland Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Wheatland Advisors sold 13,487 Wells Fargo shares in Q1 2020, an estimated $726K.
  • Wheatland Advisors first reported a position in Wells Fargo in Q4 2013 and held it in 25 quarters.
  • Wheatland Advisors's Wells Fargo position peaked at $1.37M in Q1 2017.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.