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Chapman Investment Management’s Wells Fargo WFC Stock Holding History

Chapman Investment 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
2020
Q3 		– Sell
-23,839
Closed -$610K – 42
2020
Q2 		$610K Hold
23,839
– – 0.5% 32
2020
Q1 		$684K Buy
23,839
+2,736
+13% +$116K 0.73% 30
2019
Q4 		$1.14M Buy
+21,103
New +$1.11M 1.04% 23

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Chapman Investment Management's WFC Position: Q3 2020 in Review

Chapman Investment Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 23,839 shares — an estimated $610K sold.

Chapman Investment Management first reported a position in WFC in Q4 2019 and held it in 3 quarters. The position peaked at $1.14M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Chapman Investment Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Chapman Investment Management sold 23,839 Wells Fargo shares in Q3 2020, an estimated $610K.
  • Chapman Investment Management first reported a position in Wells Fargo in Q4 2019 and held it in 3 quarters.
  • Chapman Investment Management's Wells Fargo position peaked at $1.14M in Q4 2019.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Chapman Investment Management's 13F filing for Q3 2020, filed 14 Oct 2020.