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Berman Capital Advisors’s Wells Fargo WFC Stock Holding History

Berman Capital Advisors’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 		$452K Buy
9,756
+4,185
+75% +$194K 0.07% 145
2021
Q2 		$252K Buy
5,571
+2,425
+77% +$108K 0.04% 198
2021
Q1 		$122K Buy
3,146
+1,752
+126% +$62K 0.03% 263
2020
Q4 		$41K Sell
1,394
-3,688
-73% -$95.5K 0.01% 463
2020
Q3 		$119K Buy
5,082
+3,846
+311% +$94.8K 0.03% 206
2020
Q2 		$31K Sell
1,236
-1,431
-54% -$39.2K 0.01% 437
2020
Q1 		$74K Sell
2,667
-6,711
-72% -$285K 0.02% 237
2019
Q4 		$504K Buy
9,378
+281
+3% +$14.7K 0.15% 65
2019
Q3 		$458K Buy
9,097
+1,320
+17% +$62.2K 0.14% 73
2019
Q2 		$366K Sell
7,777
-889
-10% -$41.6K 0.12% 82
2019
Q1 		$417K Sell
8,666
-423
-5% -$20.8K 0.14% 72
2018
Q4 		$417K Buy
9,089
+1,893
+26% +$97K 0.16% 57
2018
Q3 		$379K Buy
7,196
+115
+2% +$6.57K 0.16% 66
2018
Q2 		$392K Buy
7,081
+566
+9% +$30.3K 0.14% 71
2018
Q1 		$341K Buy
6,515
+2,307
+55% +$137K 0.13% 74
2017
Q4 		$255K Buy
+4,208
New +$238K 0.08% 86

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berman Capital Advisors's WFC Position: Q3 2021 in Review

Berman Capital Advisors increased its Wells Fargo (WFC) stake by 75% in Q3 2021, buying an estimated $194K and bringing the position to 9,756 shares worth $452K. The position accounts for 0.07% of the portfolio, ranked #145.

Berman Capital Advisors first reported a position in WFC in Q4 2017 and has held it in 16 quarters since. The position peaked at $504K in Q4 2019. 1,907 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Berman Capital Advisors held 9,756 shares of Wells Fargo worth $452K as of Q3 2021.
  • Berman Capital Advisors bought 4,185 Wells Fargo shares in Q3 2021, an estimated $194K.
  • Wells Fargo made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #145 holding.
  • Berman Capital Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's Wells Fargo position peaked at $504K in Q4 2019.
  • 1,907 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.