Berry Group’s Wells Fargo WFC Stock Holding History

Berry Group’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	-7,156	Closed	-$205K	–	107
2020 Q1	$205K	Sell	7,156 -2,310	-24%	-$98.2K	0.15%	93
2019 Q4	$509K	Buy	+9,466	New	+$496K	0.28%	71

Other funds holding WFC

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Berry Group's WFC Position: Q2 2020 in Review

Berry Group sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 7,156 shares — an estimated $205K sold.

Berry Group first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $509K in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

Berry Group reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
Berry Group sold 7,156 Wells Fargo shares in Q2 2020, an estimated $205K.
Berry Group first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
Berry Group's Wells Fargo position peaked at $509K in Q4 2019.
1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Berry Group's 13F filing for Q2 2020, filed 4 Aug 2020.