BTG Pactual Global Asset Management’s Wells Fargo WFC Stock Holding History

BTG Pactual Global Asset 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
2024 Q1	$5.8M	Buy	+100,000	New	+$5.23M	0.97%	30
2021 Q1	–	Sell	-52,400	Closed	-$1.58M	–	109
2020 Q4	$1.58M	Buy	+52,400	New	+$1.36M	0.22%	71
2020 Q3	–	Sell	-250,000	Closed	-$6.4M	–	179
2020 Q2	$6.4M	Buy	+250,000	New	+$6.84M	0.88%	34
2018 Q2	–	Sell	-200,000	Closed	-$504K	–	86
2018 Q1	$504K	Buy	+200,000	New	+$11.9M	0.14%	56

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BTG Pactual Global Asset Management's WFC Position: Q4 2013 in Review

BTG Pactual Global Asset Management sold out of Wells Fargo (WFC) in Q4 2013, closing a stake of 18,850 shares — an estimated $779K sold.

BTG Pactual Global Asset Management first reported a position in WFC in Q3 2013 and held it in 1 quarter. The position peaked at $779K in Q3 2013. 1,619 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

BTG Pactual Global Asset Management reported no remaining Wells Fargo position as of Q4 2013 after selling out during the quarter.
BTG Pactual Global Asset Management sold 18,850 Wells Fargo shares in Q4 2013, an estimated $779K.
BTG Pactual Global Asset Management first reported a position in Wells Fargo in Q3 2013 and held it in 1 quarter.
BTG Pactual Global Asset Management's Wells Fargo position peaked at $779K in Q3 2013.
1,619 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on BTG Pactual Global Asset Management's 13F filing for Q4 2013, filed 10 Feb 2014.