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Birch Capital Management’s Wells Fargo WFC Stock Holding History

Birch 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
Q2 		– Sell
-850
Closed -$24K – 99
2020
Q1 		$24K Hold
850
– – 0.03% 78
2019
Q4 		$46K Buy
+850
New +$44.5K 0.05% 71

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Birch Capital Management's WFC Position: Q2 2020 in Review

Birch Capital Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 850 shares — an estimated $24K sold.

Birch Capital Management first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $46K in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Birch Capital Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Birch Capital Management sold 850 Wells Fargo shares in Q2 2020, an estimated $24K.
  • Birch Capital Management first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
  • Birch Capital Management's Wells Fargo position peaked at $46K in Q4 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Birch Capital Management's 13F filing for Q2 2020, filed 2 Jul 2020.