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Barometer Capital Management’s Wells Fargo WFC Stock Holding History

Barometer 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
2020
Q1 		– Sell
-260,000
Closed -$13.8M – 157
2019
Q4 		$13.8M Buy
260,000
+256,000
+6,400% +$13.4M 2.19% 15
2019
Q3 		$223K Buy
+4,000
New +$188K 0.02% 130
2017
Q2 		– Sell
-4,000
Closed -$223K – 189
2017
Q1 		$223K Buy
+4,000
New +$227K 0.02% 126
2015
Q4 		– Sell
-294,850
Closed -$15.1M – 158
2015
Q3 		$15.1M Sell
294,850
-422,890
-59% -$23.3M 1.87% 22
2015
Q2 		$40.4M Buy
717,740
+43,190
+6% +$2.41M 3.28% 6
2015
Q1 		$36.7M Sell
674,550
-272,650
-29% -$14.7M 2.84% 10
2014
Q4 		$51.9M Buy
947,200
+15,800
+2% +$836K 4.56% 4
2014
Q3 		$48.3M Sell
931,400
-24,500
-3% -$1.26M 3.88% 7
2014
Q2 		$50.2M Buy
955,900
+151,900
+19% +$7.64M 9.53% 2
2014
Q1 		$40M Buy
804,000
+777,200
+2,900% +$36.2M 8.69% 1
2013
Q4 		$1.22M Buy
+26,800
New +$1.16M 0.31% 55

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barometer Capital Management's WFC Position: Q1 2020 in Review

Barometer Capital Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 260,000 shares — an estimated $13.8M sold.

Barometer Capital Management first reported a position in WFC in Q4 2013 and held it in 11 quarters. The position peaked at $51.9M in Q4 2014. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Barometer Capital Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Barometer Capital Management sold 260,000 Wells Fargo shares in Q1 2020, an estimated $13.8M.
  • Barometer Capital Management first reported a position in Wells Fargo in Q4 2013 and held it in 11 quarters.
  • Barometer Capital Management's Wells Fargo position peaked at $51.9M in Q4 2014.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Barometer Capital Management's 13F filing for Q1 2020, filed 13 May 2020.