Aperio Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $31.2M | Sell |
1,033,246
-177,204
| -15% | -$4.59M | 0.09% | 213 |
|
|
2020
Q3 | $28.5M | Sell |
1,210,450
-142,017
| -11% | -$3.5M | 0.1% | 203 |
|
|
2020
Q2 | $34.6M | Buy |
1,352,467
+85,790
| +7% | +$2.35M | 0.13% | 164 |
|
|
2020
Q1 | $36.4M | Sell |
1,266,677
-791,190
| -38% | -$33.6M | 0.16% | 128 |
|
|
2019
Q4 | $111M | Buy |
2,057,867
+153,036
| +8% | +$8.02M | 0.4% | 44 |
|
|
2019
Q3 | $96.1M | Buy |
1,904,831
+222,502
| +13% | +$10.5M | 0.38% | 45 |
|
|
2019
Q2 | $79.6M | Sell |
1,682,329
-265,978
| -14% | -$12.4M | 0.33% | 52 |
|
|
2019
Q1 | $94.1M | Buy |
1,948,307
+296,378
| +18% | +$14.6M | 0.41% | 43 |
|
|
2018
Q4 | $76.1M | Sell |
1,651,929
-360,099
| -18% | -$18.4M | 0.38% | 47 |
|
|
2018
Q3 | $106M | Buy |
2,012,028
+68,258
| +4% | +$3.9M | 0.47% | 33 |
|
|
2018
Q2 | $108M | Buy |
1,943,770
+23,525
| +1% | +$1.26M | 0.52% | 26 |
|
|
2018
Q1 | $101M | Buy |
1,920,245
+53,452
| +3% | +$3.18M | 0.5% | 26 |
|
|
2017
Q4 | $113M | Buy |
1,866,793
+146,454
| +9% | +$8.27M | 0.58% | 25 |
|
|
2017
Q3 | $94.9M | Buy |
1,720,339
+51,426
| +3% | +$2.73M | 0.54% | 27 |
|
|
2017
Q2 | $92.5M | Buy |
1,668,913
+36,547
| +2% | +$1.96M | 0.57% | 27 |
|
|
2017
Q1 | $90.9M | Buy |
1,632,366
+22,896
| +1% | +$1.3M | 0.62% | 26 |
|
|
2016
Q4 | $88.7M | Sell |
1,609,470
-119,842
| -7% | -$6.03M | 0.68% | 21 |
|
|
2016
Q3 | $76.6M | Buy |
1,729,312
+24,291
| +1% | +$1.16M | 0.55% | 28 |
|
|
2016
Q2 | $80.7M | Sell |
1,705,021
-86,419
| -5% | -$4.21M | 0.63% | 22 |
|
|
2016
Q1 | $86.6M | Sell |
1,791,440
-732
| -0% | -$35.8K | 0.74% | 13 |
|
|
2015
Q4 | $97.4M | Buy |
1,792,172
+80,719
| +5% | +$4.38M | 0.89% | 9 |
|
|
2015
Q3 | $87.9M | Buy |
1,711,453
+72,889
| +4% | +$4.01M | 0.89% | 6 |
|
|
2015
Q2 | $92.2M | Buy |
1,638,564
+138,555
| +9% | +$7.73M | 0.95% | 6 |
|
|
2015
Q1 | $81.6M | Buy |
1,500,009
+116,135
| +8% | +$6.28M | 0.91% | 8 |
|
|
2014
Q4 | $75.9M | Buy |
1,383,874
+90,287
| +7% | +$4.78M | 0.94% | 7 |
|
|
2014
Q3 | $67.1M | Buy |
1,293,587
+100,717
| +8% | +$5.18M | 0.91% | 7 |
|
|
2014
Q2 | $62.7M | Buy |
1,192,870
+70,725
| +6% | +$3.56M | 0.91% | 7 |
|
|
2014
Q1 | $55.8M | Buy |
+1,122,145
| New | +$52.3M | 0.78% | 9 |
|
|
2013
Q4 | – | Sell |
-957,606
| Closed | -$41.4M | – | 11 |
|
|
2013
Q3 | $39.6M | Buy |
957,606
+130,975
| +16% | +$5.59M | 0.76% | 11 |
|
|
2013
Q2 | $34.1M | Buy |
+826,631
| New | +$32.2M | 0.81% | 11 |
|
Other funds holding WFC
Aperio Group's WFC Position: Q4 2020 in Review
Aperio Group reduced its Wells Fargo (WFC) stake by 15% in Q4 2020, selling an estimated $4.59M and leaving 1,033,246 shares worth $31.2M. The position accounts for 0.09% of the portfolio, ranked #213.
Aperio Group first reported a position in WFC in Q2 2013 and has held it in 30 quarters since. The position peaked at $113M in Q4 2017. 1,757 funds tracked by Wall St. Rank hold WFC as of Q4 2020.
- Aperio Group held 1,033,246 shares of Wells Fargo worth $31.2M as of Q4 2020.
- Aperio Group sold 177,204 Wells Fargo shares in Q4 2020, an estimated $4.59M.
- Wells Fargo made up 0.09% of Aperio Group's portfolio in Q4 2020, its #213 holding.
- Aperio Group first reported a position in Wells Fargo in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Wells Fargo position peaked at $113M in Q4 2017.
- 1,757 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.