Ownership history in HighMark Wealth Management LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which HighMark Wealth Management LLC reported a position in WELLS FARGO CO NEW (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HighMark Wealth Management LLC outperformed the S&P 500 by +2.0% annually on this WFC position. Timing score: 54% (13/24 decisions correct). Average cost basis: $34.74. Maximum drawdown during holding period: β54.7%.
β
Outperformed SPY on this position by 2.0% ann.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 24 add/trim decisions correct
Best entry: $22.51 (2020 Q2) Β· Worst: $78.85 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
18 adds Β· 7 trims. Bought during 4 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.61% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size