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Cambiar Investors’s Wells Fargo WFC Stock Holding History

Cambiar Investors’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
Q1 		– Sell
-749,894
Closed -$40.3M – 183
2019
Q4 		$40.3M Sell
749,894
-111,083
-13% -$5.82M 1.3% 34
2019
Q3 		$43.4M Buy
860,977
+14,021
+2% +$661K 1.39% 25
2019
Q2 		$40.1M Sell
846,956
-98,369
-10% -$4.6M 1.04% 33
2019
Q1 		$45.7M Sell
945,325
-6,646
-0.7% -$327K 1.09% 24
2018
Q4 		$43.9M Sell
951,971
-19,193
-2% -$983K 0.99% 24
2018
Q3 		$51M Sell
971,164
-28,516
-3% -$1.63M 0.93% 32
2018
Q2 		$55.4M Buy
999,680
+90,470
+10% +$4.85M 0.93% 29
2018
Q1 		$47.7M Sell
909,210
-33,515
-4% -$1.99M 0.76% 35
2017
Q4 		$57.2M Sell
942,725
-64,121
-6% -$3.62M 0.9% 29
2017
Q3 		$55.5M Sell
1,006,846
-102,463
-9% -$5.45M 0.87% 31
2017
Q2 		$61.5M Buy
1,109,309
+4,664
+0.4% +$250K 0.97% 31
2017
Q1 		$61.5M Sell
1,104,645
-65,717
-6% -$3.73M 1.02% 30
2016
Q4 		$64.5M Sell
1,170,362
-300,427
-20% -$15.1M 1.11% 26
2016
Q3 		$65.1M Sell
1,470,789
-275,415
-16% -$13.2M 0.95% 39
2016
Q2 		$82.6M Buy
+1,746,204
New +$85.1M 1.17% 29

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cambiar Investors's WFC Position: Q1 2020 in Review

Cambiar Investors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 749,894 shares — an estimated $40.3M sold.

Cambiar Investors first reported a position in WFC in Q2 2016 and held it in 15 quarters. The position peaked at $82.6M in Q2 2016. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Cambiar Investors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Cambiar Investors sold 749,894 Wells Fargo shares in Q1 2020, an estimated $40.3M.
  • Cambiar Investors first reported a position in Wells Fargo in Q2 2016 and held it in 15 quarters.
  • Cambiar Investors's Wells Fargo position peaked at $82.6M in Q2 2016.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Cambiar Investors's 13F filing for Q1 2020, filed 30 Apr 2020.