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Cedar Capital’s Wells Fargo WFC Stock Holding History

Cedar Capital’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
Q4 		– Sell
-9,942
Closed -$234K – 175
2020
Q3 		$234K Buy
+9,942
New +$245K 0.08% 165
2020
Q2 		– Sell
-7,923
Closed -$227K – 177
2020
Q1 		$227K Sell
7,923
-1,587
-17% -$67.5K 0.11% 145
2019
Q4 		$512K Buy
9,510
+702
+8% +$36.8K 0.24% 125
2019
Q3 		$444K Buy
8,808
+407
+5% +$19.2K 0.21% 123
2019
Q2 		$398K Buy
8,401
+761
+10% +$35.6K 0.17% 125
2019
Q1 		$369K Sell
7,640
-187
-2% -$9.2K 0.16% 129
2018
Q4 		$361K Sell
7,827
-833
-10% -$42.7K 0.18% 120
2018
Q3 		$455K Buy
8,660
+1,277
+17% +$72.9K 0.18% 128
2018
Q2 		$409K Buy
7,383
+867
+13% +$46.4K 0.18% 112
2018
Q1 		$342K Sell
6,516
-107
-2% -$6.36K 0.16% 111
2017
Q4 		$402K Buy
6,623
+1,497
+29% +$84.5K 0.19% 83
2017
Q3 		$283K Buy
5,126
+356
+7% +$18.9K 0.13% 88
2017
Q2 		$264K Buy
4,770
+689
+17% +$36.9K 0.12% 85
2017
Q1 		$227K Buy
+4,081
New +$232K 0.09% 89

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cedar Capital's WFC Position: Q4 2020 in Review

Cedar Capital sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 9,942 shares — an estimated $234K sold.

Cedar Capital first reported a position in WFC in Q1 2017 and held it in 14 quarters. The position peaked at $512K in Q4 2019. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Cedar Capital reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 9,942 Wells Fargo shares in Q4 2020, an estimated $234K.
  • Cedar Capital first reported a position in Wells Fargo in Q1 2017 and held it in 14 quarters.
  • Cedar Capital's Wells Fargo position peaked at $512K in Q4 2019.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.