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Blue Edge Capital’s Wells Fargo WFC Stock Holding History

Blue Edge Capital’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
-22,221
Closed -$638K – 100
2020
Q1 		$638K Buy
22,221
+7,121
+47% +$303K 0.23% 68
2019
Q4 		$812K Sell
15,100
-4,934
-25% -$258K 0.26% 60
2019
Q3 		$1.01M Sell
20,034
-19
-0.1% -$895 0.35% 54
2019
Q2 		$949K Buy
20,053
+5,571
+38% +$261K 0.33% 55
2019
Q1 		$700K Sell
14,482
-6,470
-31% -$318K 0.27% 64
2018
Q4 		$965K Sell
20,952
-323
-2% -$16.5K 0.42% 56
2018
Q3 		$1.12M Sell
21,275
-95
-0.4% -$5.42K 0.42% 56
2018
Q2 		$1.18M Sell
21,370
-1,486
-7% -$79.6K 0.47% 53
2018
Q1 		$1.2M Sell
22,856
-699
-3% -$41.5K 0.48% 53
2017
Q4 		$1.43M Sell
23,555
-858
-4% -$48.5K 0.57% 47
2017
Q3 		$1.35M Sell
24,413
-682
-3% -$36.3K 0.61% 42
2017
Q2 		$1.39M Sell
25,095
-474
-2% -$25.4K 0.66% 41
2017
Q1 		$1.42M Hold
25,569
– – 0.71% 41
2016
Q4 		$1.41M Hold
25,569
– – 0.79% 43
2016
Q3 		$1.13M Sell
25,569
-415
-2% -$19.9K 0.62% 49
2016
Q2 		$1.23M Hold
25,984
– – 0.68% 47
2016
Q1 		$1.26M Sell
25,984
-428
-2% -$21K 0.75% 44
2015
Q4 		$1.44M Sell
26,412
-36
-0.1% -$1.96K 0.94% 35
2015
Q3 		$1.36M Hold
26,448
– – 0.97% 36
2015
Q2 		$1.49M Sell
26,448
-230
-0.9% -$12.8K 0.97% 33
2015
Q1 		$1.45M Hold
26,678
– – 0.97% 33
2014
Q4 		$1.46M Buy
26,678
+26
+0.1% +$1.38K 1% 29
2014
Q3 		$1.38M Sell
26,652
-939
-3% -$48.3K 0.97% 28
2014
Q2 		$1.45M Sell
27,591
-297
-1% -$14.9K 0.98% 29
2014
Q1 		$1.39M Buy
27,888
+33
+0.1% +$1.54K 0.97% 25
2013
Q4 		$1.26M Buy
+27,855
New +$1.2M 0.92% 30

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Blue Edge Capital's WFC Position: Q2 2020 in Review

Blue Edge Capital sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 22,221 shares — an estimated $638K sold.

Blue Edge Capital first reported a position in WFC in Q4 2013 and held it in 26 quarters. The position peaked at $1.49M in Q2 2015. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Blue Edge Capital reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Blue Edge Capital sold 22,221 Wells Fargo shares in Q2 2020, an estimated $638K.
  • Blue Edge Capital first reported a position in Wells Fargo in Q4 2013 and held it in 26 quarters.
  • Blue Edge Capital's Wells Fargo position peaked at $1.49M in Q2 2015.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Blue Edge Capital's 13F filing for Q2 2020, filed 10 Aug 2020.