CCS
WFC icon

Crosspoint Capital Strategies’s Wells Fargo WFC Stock Holding History

Crosspoint Capital Strategies’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
2022
Q2 		– Sell
-340
Closed -$16K – 34
2022
Q1 		$16K Buy
+340
New +$18.2K 0.04% 26
2018
Q1 		– Sell
-2,000
Closed -$1.21M – 99
2017
Q4 		$1.21M Hold
2,000
– – 0.1% 41
2017
Q3 		$110K Hold
2,000
– – 0.09% 44
2017
Q2 		$111K Sell
2,000
-2,000
-50% -$107K 0.1% 45
2017
Q1 		$221K Buy
4,000
+2,000
+100% +$113K 0.19% 31
2016
Q4 		$110K Hold
2,000
– – 0.1% 43
2016
Q3 		$89K Hold
2,000
– – 0.12% 32
2016
Q2 		$95K Hold
2,000
– – 0.1% 41
2016
Q1 		$97K Sell
2,000
-3,274
-62% -$160K 0.09% 45
2015
Q4 		$288K Sell
5,274
-16,197
-75% -$879K 0.08% 185
2015
Q3 		$1.1M Sell
21,471
-4,145
-16% -$228K 1.28% 13
2015
Q2 		$1.44M Buy
25,616
+3,537
+16% +$197K 0.41% 47
2015
Q1 		$1.2M Sell
22,079
-13,384
-38% -$723K 0.58% 53
2014
Q4 		$1.95M Buy
35,463
+15,144
+75% +$802K 0.68% 41
2014
Q3 		$1.05M Sell
20,319
-1,752
-8% -$90.1K 0.78% 34
2014
Q2 		$1.14M Sell
22,071
-8,224
-27% -$413K 0.43% 58
2014
Q1 		$1.51M Buy
30,295
+233
+0.8% +$10.9K 0.61% 39
2013
Q4 		$1.41M Buy
+30,062
New +$1.3M 0.47% 50

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Crosspoint Capital Strategies's WFC Position: Q2 2022 in Review

Crosspoint Capital Strategies sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 340 shares — an estimated $16K sold.

Crosspoint Capital Strategies first reported a position in WFC in Q4 2013 and held it in 18 quarters. The position peaked at $1.95M in Q4 2014. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Crosspoint Capital Strategies reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 340 Wells Fargo shares in Q2 2022, an estimated $16K.
  • Crosspoint Capital Strategies first reported a position in Wells Fargo in Q4 2013 and held it in 18 quarters.
  • Crosspoint Capital Strategies's Wells Fargo position peaked at $1.95M in Q4 2014.
  • 1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Crosspoint Capital Strategies's 13F filing for Q2 2022, filed 12 Aug 2022.