Banyan Capital Management’s Wells Fargo WFC Stock Holding History

Banyan 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 Q3	–	Sell	-98,661	Closed	-$4.47M	–	20
2021 Q2	$4.47M	Hold	98,661	–	–	2.78%	15
2021 Q1	$3.85M	Sell	98,661 -1,541	-2%	-$54.6K	2.55%	15
2020 Q4	$3.02M	Sell	100,202 -44,849	-31%	-$1.16M	2.18%	15
2020 Q3	$3.41M	Sell	145,051 -3,686	-2%	-$90.8K	2.84%	14
2020 Q2	$3.81M	Buy	148,737 +1,389	+0.9%	+$38K	3.51%	14
2020 Q1	$4.23M	Buy	147,348 +1,801	+1%	+$76.6K	4.49%	14
2019 Q4	$7.83M	Sell	145,547 -401	-0.3%	-$21K	6.83%	8
2019 Q3	$7.63M	Buy	145,948 +7,741	+6%	+$365K	7.23%	8
2019 Q2	$6.54M	Buy	138,207 +4,881	+4%	+$228K	6.14%	9
2019 Q1	$6.44M	Buy	133,326 +3,841	+3%	+$189K	6.57%	8
2018 Q4	$5.97M	Buy	+129,485	New	+$6.63M	6.67%	6

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Banyan Capital Management's WFC Position: Q3 2021 in Review

Banyan Capital Management sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 98,661 shares — an estimated $4.47M sold.

Banyan Capital Management first reported a position in WFC in Q4 2018 and held it in 11 quarters. The position peaked at $7.83M in Q4 2019. 1,907 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Banyan Capital Management reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Banyan Capital Management sold 98,661 Wells Fargo shares in Q3 2021, an estimated $4.47M.
Banyan Capital Management first reported a position in Wells Fargo in Q4 2018 and held it in 11 quarters.
Banyan Capital Management's Wells Fargo position peaked at $7.83M in Q4 2019.
1,907 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Banyan Capital Management's 13F filing for Q3 2021, filed 1 Nov 2021.