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WFC icon

Consulta’s Wells Fargo WFC Stock Holding History

Consulta’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
Q2 		– Sell
-1,675,000
Closed -$48.1M – 16
2020
Q1 		$48.1M Hold
1,675,000
– – 3.96% 11
2019
Q4 		$90.1M Hold
1,675,000
– – 7.52% 6
2019
Q3 		$84.5M Buy
1,675,000
+175,000
+12% +$8.24M 7.26% 5
2019
Q2 		$71M Buy
1,500,000
+300,000
+25% +$14M 6.24% 9
2019
Q1 		$58M Buy
+1,200,000
New +$59M 5.75% 7
2016
Q4 		– Sell
-500,000
Closed -$22.1M – 14
2016
Q3 		$22.1M Buy
+500,000
New +$23.9M 2.89% 11
2016
Q2 		– Sell
-605,000
Closed -$29.3M – 14
2016
Q1 		$29.3M Buy
+605,000
New +$29.6M 3.58% 10

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Consulta's WFC Position: Q2 2020 in Review

Consulta sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 1,675,000 shares — an estimated $48.1M sold.

Consulta first reported a position in WFC in Q1 2016 and held it in 7 quarters. The position peaked at $90.1M in Q4 2019. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Consulta reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Consulta sold 1,675,000 Wells Fargo shares in Q2 2020, an estimated $48.1M.
  • Consulta first reported a position in Wells Fargo in Q1 2016 and held it in 7 quarters.
  • Consulta's Wells Fargo position peaked at $90.1M in Q4 2019.
  • 1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Consulta's 13F filing for Q2 2020, filed 14 Aug 2020.