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Bowie Capital Management’s Wells Fargo WFC Stock Holding History

Bowie 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
Q3 		– Sell
-1,200,000
Closed -$30.7M – 46
2020
Q2 		$30.7M Buy
+1,200,000
New +$32.8M 5.11% 4
2019
Q1 		– Sell
-940,000
Closed -$43.3M – 40
2018
Q4 		$43.3M Buy
940,000
+640,000
+213% +$32.8M 7.94% 4
2018
Q3 		$15.8M Sell
300,000
-300,000
-50% -$17.1M 2.69% 8
2018
Q2 		$33.3M Buy
600,000
+460,000
+329% +$24.6M 9.06% 1
2018
Q1 		$7.34M Buy
+140,000
New +$8.32M 2.48% 15

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bowie Capital Management's WFC Position: Q3 2020 in Review

Bowie Capital Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 263,000 shares — an estimated $6.73M sold.

Bowie Capital Management first reported a position in WFC in Q4 2016 and held it in 10 quarters. The position peaked at $9.43M in Q2 2018. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Bowie Capital Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Bowie Capital Management sold 263,000 Wells Fargo shares in Q3 2020, an estimated $6.73M.
  • Bowie Capital Management first reported a position in Wells Fargo in Q4 2016 and held it in 10 quarters.
  • Bowie Capital Management's Wells Fargo position peaked at $9.43M in Q2 2018.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Bowie Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.