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Capital One Investing’s Wells Fargo WFC Stock Holding History

Capital One Investing’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
2019
Q3 		– Sell
-4,286
Closed -$203K – 201
2019
Q2 		$203K Sell
4,286
-2,560
-37% -$120K 0.05% 168
2019
Q1 		$331K Buy
6,846
+1,880
+38% +$92.5K 0.09% 142
2018
Q4 		$229K Buy
+4,966
New +$254K 0.08% 128

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Capital One Investing's WFC Position: Q3 2019 in Review

Capital One Investing sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 4,286 shares — an estimated $203K sold.

Capital One Investing first reported a position in WFC in Q4 2018 and held it in 3 quarters. The position peaked at $331K in Q1 2019. 1,938 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Capital One Investing reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Capital One Investing sold 4,286 Wells Fargo shares in Q3 2019, an estimated $203K.
  • Capital One Investing first reported a position in Wells Fargo in Q4 2018 and held it in 3 quarters.
  • Capital One Investing's Wells Fargo position peaked at $331K in Q1 2019.
  • 1,938 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.