Gruss & Co’s Wells Fargo WFC Stock Holding History

Gruss & Co’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	-25,000	Closed	-$977K	–	29
2021 Q1	$977K	Sell	25,000 -15,000	-38%	-$531K	4.06%	8
2020 Q4	$1.21M	Buy	+40,000	New	+$1.04M	4.63%	6

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Gruss & Co's WFC Position: Q2 2021 in Review

Gruss & Co sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 25,000 shares — an estimated $977K sold.

Gruss & Co first reported a position in WFC in Q4 2020 and held it in 2 quarters. The position peaked at $1.21M in Q4 2020. 1,931 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

Gruss & Co reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
Gruss & Co sold 25,000 Wells Fargo shares in Q2 2021, an estimated $977K.
Gruss & Co first reported a position in Wells Fargo in Q4 2020 and held it in 2 quarters.
Gruss & Co's Wells Fargo position peaked at $1.21M in Q4 2020.
1,931 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Gruss & Co's 13F filing for Q2 2021, filed 10 Aug 2021.