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Empire Life Investments’s Wells Fargo WFC Stock Holding History

Empire Life Investments’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
2021
Q2 		– Sell
-118,116
Closed -$4.62M – 112
2021
Q1 		$4.62M Buy
+118,116
New +$4.18M 0.32% 64
2018
Q3 		– Sell
-624,592
Closed -$34.6M – 105
2018
Q2 		$34.6M Buy
624,592
+129,151
+26% +$6.92M 2.49% 7
2018
Q1 		$26M Sell
495,441
-10,716
-2% -$637K 1.84% 18
2017
Q4 		$30.7M Sell
506,157
-194,030
-28% -$11M 2.37% 8
2017
Q3 		$38.6M Sell
700,187
-258,224
-27% -$13.7M 3.12% 5
2017
Q2 		$53.1M Sell
958,411
-311,574
-25% -$16.7M 4.63% 1
2017
Q1 		$63.8M Sell
1,269,985
-451,373
-26% -$25.6M 6.22% 1
2016
Q4 		$93.9M Buy
+1,721,358
New +$86.6M 7.61% 1

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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

Empire Life Investments's WFC Position: Q2 2021 in Review

Empire Life Investments sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 118,116 shares — an estimated $4.62M sold.

Empire Life Investments first reported a position in WFC in Q4 2016 and held it in 8 quarters. The position peaked at $93.9M in Q4 2016. 1,930 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Empire Life Investments reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
  • Empire Life Investments sold 118,116 Wells Fargo shares in Q2 2021, an estimated $4.62M.
  • Empire Life Investments first reported a position in Wells Fargo in Q4 2016 and held it in 8 quarters.
  • Empire Life Investments's Wells Fargo position peaked at $93.9M in Q4 2016.
  • 1,930 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Empire Life Investments's 13F filing for Q2 2021, filed 4 Aug 2021.