Allred Capital Management’s Wells Fargo WFC Stock Holding History

Allred Capital Management’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
2021 Q2	–	Sell	-3,467	Closed	-$135K	–	767
2021 Q1	$135K	Buy	+3,467	New	+$123K	0.06%	220
2020 Q1	–	Sell	-10,539	Closed	-$567K	–	721
2019 Q4	$567K	Sell	10,539 -1,381	-12%	-$72.3K	0.31%	76
2019 Q3	$584K	Sell	11,920 -2,426	-17%	-$114K	0.36%	76
2019 Q2	$677K	Sell	14,346 -2,331	-14%	-$109K	0.39%	74
2019 Q1	$804K	Sell	16,677 -922	-5%	-$45.3K	0.46%	66
2018 Q4	$810K	Buy	+17,599	New	+$901K	0.54%	53

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Allred Capital Management's WFC Position: Q2 2021 in Review

Allred Capital Management sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 3,467 shares — an estimated $135K sold.

Allred Capital Management first reported a position in WFC in Q4 2018 and held it in 6 quarters. The position peaked at $810K in Q4 2018. 1,930 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

Allred Capital Management reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 3,467 Wells Fargo shares in Q2 2021, an estimated $135K.
Allred Capital Management first reported a position in Wells Fargo in Q4 2018 and held it in 6 quarters.
Allred Capital Management's Wells Fargo position peaked at $810K in Q4 2018.
1,930 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.