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Crossvault Capital Management’s Wells Fargo WFC Stock Holding History

Crossvault Capital 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
Q2 		– Sell
-98,135
Closed -$2.82M – 75
2020
Q1 		$2.82M Sell
98,135
-2,160
-2% -$91.8K 1.58% 24
2019
Q4 		$5.4M Buy
+100,295
New +$5.25M 2.37% 20
2016
Q1 		– Sell
-3,946
Closed -$215K – 72
2015
Q4 		$215K Buy
+3,946
New +$214K 0.15% 65

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Crossvault Capital Management's WFC Position: Q2 2020 in Review

Crossvault Capital Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 98,135 shares — an estimated $2.82M sold.

Crossvault Capital Management first reported a position in WFC in Q4 2015 and held it in 3 quarters. The position peaked at $5.4M in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Crossvault Capital Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Crossvault Capital Management sold 98,135 Wells Fargo shares in Q2 2020, an estimated $2.82M.
  • Crossvault Capital Management first reported a position in Wells Fargo in Q4 2015 and held it in 3 quarters.
  • Crossvault Capital Management's Wells Fargo position peaked at $5.4M in Q4 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Crossvault Capital Management's 13F filing for Q2 2020, filed 5 Aug 2020.