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Archon Partners’s Wells Fargo WFC Stock Holding History

Archon Partners’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
-136,000
Closed -$3.9M – 59
2020
Q1 		$3.9M Sell
136,000
-129,000
-49% -$5.48M 0.84% 35
2019
Q4 		$14.3M Buy
265,000
+9,700
+4% +$508K 2.43% 17
2019
Q3 		$12.9M Buy
255,300
+3,300
+1% +$155K 2.5% 19
2019
Q2 		$11.9M Buy
252,000
+29,000
+13% +$1.36M 2.36% 20
2019
Q1 		$10.8M Hold
223,000
– – 2.27% 20
2018
Q4 		$10.3M Sell
223,000
-96,000
-30% -$4.92M 2.56% 18
2018
Q3 		$16.8M Hold
319,000
– – 3.42% 6
2018
Q2 		$17.7M Buy
319,000
+5,000
+2% +$268K 3.83% 4
2018
Q1 		$16.5M Hold
314,000
– – 3.59% 5
2017
Q4 		$19.1M Buy
314,000
+8,000
+3% +$452K 4.15% 3
2017
Q3 		$16.9M Hold
306,000
– – 3.93% 3
2017
Q2 		$17M Hold
306,000
– – 3.94% 3
2017
Q1 		$17M Hold
306,000
– – 3.99% 2
2016
Q4 		$16.9M Sell
306,000
-18,500
-6% -$930K 4.41% 2
2016
Q3 		$14.4M Buy
324,500
+20,000
+7% +$957K 3.81% 4
2016
Q2 		$14.4M Buy
304,500
+1,000
+0.3% +$48.8K 3.93% 3
2016
Q1 		$14.7M Buy
303,500
+3,500
+1% +$171K 4.05% 3
2015
Q4 		$16.3M Buy
300,000
+5,000
+2% +$271K 4.41% 1
2015
Q3 		$15.1M Buy
295,000
+82,000
+38% +$4.51M 4.48% 1
2015
Q2 		$12M Buy
213,000
+4,000
+2% +$223K 3.1% 7
2015
Q1 		$11.4M Buy
209,000
+8,000
+4% +$432K 2.87% 7
2014
Q4 		$11M Buy
201,000
+10,000
+5% +$529K 2.86% 7
2014
Q3 		$9.91M Buy
191,000
+5,000
+3% +$257K 2.72% 7
2014
Q2 		$9.78M Buy
186,000
+500
+0.3% +$25.1K 2.61% 9
2014
Q1 		$9.23M Buy
185,500
+29,500
+19% +$1.37M 2.6% 8
2013
Q4 		$7.08M Buy
156,000
+1,000
+0.6% +$43.2K 1.95% 31
2013
Q3 		$6.41M Sell
155,000
-69,000
-31% -$2.95M 1.94% 29
2013
Q2 		$9.24M Buy
+224,000
New +$8.73M 3.15% 2

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Archon Partners's WFC Position: Q2 2020 in Review

Archon Partners sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 136,000 shares — an estimated $3.9M sold.

Archon Partners first reported a position in WFC in Q2 2013 and held it in 28 quarters. The position peaked at $19.1M in Q4 2017. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Archon Partners reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Archon Partners sold 136,000 Wells Fargo shares in Q2 2020, an estimated $3.9M.
  • Archon Partners first reported a position in Wells Fargo in Q2 2013 and held it in 28 quarters.
  • Archon Partners's Wells Fargo position peaked at $19.1M in Q4 2017.
  • 1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Archon Partners's 13F filing for Q2 2020, filed 14 Aug 2020.