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Cary Street Partners Asset Management’s Wells Fargo WFC Stock Holding History

Cary Street Partners 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
2021
Q1 		– Sell
-12,768
Closed -$385K – 181
2020
Q4 		$385K Buy
+12,768
New +$331K 0.11% 122

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Cary Street Partners Asset Management's WFC Position: Q1 2021 in Review

Cary Street Partners Asset Management sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 12,768 shares — an estimated $385K sold.

Cary Street Partners Asset Management first reported a position in WFC in Q4 2020 and held it in 1 quarter. The position peaked at $385K in Q4 2020. 1,874 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

  • Cary Street Partners Asset Management reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 12,768 Wells Fargo shares in Q1 2021, an estimated $385K.
  • Cary Street Partners Asset Management first reported a position in Wells Fargo in Q4 2020 and held it in 1 quarter.
  • Cary Street Partners Asset Management's Wells Fargo position peaked at $385K in Q4 2020.
  • 1,874 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on Cary Street Partners Asset Management's 13F filing for Q1 2021, filed 17 May 2021.