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DPM Capital’s Wells Fargo WFC Stock Holding History

DPM 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
2019
Q3 		– Sell
-408,100
Closed -$19.3M – 8
2019
Q2 		$19.3M Buy
408,100
+283,900
+229% +$13.3M 11.16% 4
2019
Q1 		$6M Hold
124,200
– – 3.19% 8
2018
Q4 		$5.72M Buy
+124,200
New +$6.36M 3.34% 11

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BlackRock
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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DPM Capital's WFC Position: Q3 2019 in Review

DPM Capital sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 408,100 shares — an estimated $19.3M sold.

DPM Capital first reported a position in WFC in Q4 2018 and held it in 3 quarters. The position peaked at $19.3M in Q2 2019. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • DPM Capital reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • DPM Capital sold 408,100 Wells Fargo shares in Q3 2019, an estimated $19.3M.
  • DPM Capital first reported a position in Wells Fargo in Q4 2018 and held it in 3 quarters.
  • DPM Capital's Wells Fargo position peaked at $19.3M in Q2 2019.
  • 1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on DPM Capital's 13F filing for Q3 2019, filed 30 Oct 2019.