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AMG Funds’s Wells Fargo WFC Stock Holding History

AMG Funds’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
Q2 		– Sell
-8,170
Closed -$234K – 47
2020
Q1 		$234K Sell
8,170
-6,578
-45% -$280K 1.11% 42
2019
Q4 		$793K Buy
14,748
+4,678
+46% +$245K 1.25% 38
2019
Q3 		$508K Sell
10,070
-7,599
-43% -$358K 0.65% 61
2019
Q2 		$836K Sell
17,669
-1,447
-8% -$67.7K 0.89% 52
2019
Q1 		$924K Buy
19,116
+1,383
+8% +$68K 0.9% 57
2018
Q4 		$817K Sell
17,733
-4,709
-21% -$241K 0.89% 59
2018
Q3 		$1.18M Sell
22,442
-3,118
-12% -$178K 0.86% 56
2018
Q2 		$1.42M Sell
25,560
-3,894
-13% -$209K 0.9% 55
2018
Q1 		$1.54M Sell
29,454
-782
-3% -$46.5K 0.89% 51
2017
Q4 		$1.83M Sell
30,236
-546
-2% -$30.8K 0.99% 36
2017
Q3 		$1.7M Sell
30,782
-1,263
-4% -$67.1K 0.93% 49
2017
Q2 		$1.78M Buy
32,045
+146
+0.5% +$7.82K 0.98% 40
2017
Q1 		$1.77M Buy
31,899
+241
+0.8% +$13.7K 0.96% 47
2016
Q4 		$1.75M Sell
31,658
-24,770
-44% -$1.25M 0.95% 49
2016
Q3 		$2.5M Buy
+56,428
New +$2.7M 1.43% 13

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AMG Funds's WFC Position: Q2 2020 in Review

AMG Funds sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 8,170 shares — an estimated $234K sold.

AMG Funds first reported a position in WFC in Q3 2016 and held it in 15 quarters. The position peaked at $2.5M in Q3 2016. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • AMG Funds reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • AMG Funds sold 8,170 Wells Fargo shares in Q2 2020, an estimated $234K.
  • AMG Funds first reported a position in Wells Fargo in Q3 2016 and held it in 15 quarters.
  • AMG Funds's Wells Fargo position peaked at $2.5M in Q3 2016.
  • 1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on AMG Funds's 13F filing for Q2 2020, filed 11 Aug 2020.