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Guardian Capital (Canada)’s Wells Fargo WFC Stock Holding History

Guardian Capital (Canada)’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
-35,230
Closed -$1.01M – 159
2020
Q1 		$1.01M Sell
35,230
-1,950
-5% -$82.9K 0.03% 99
2019
Q4 		$2M Sell
37,180
-44
-0.1% -$2.31K 0.04% 82
2019
Q3 		$1.88M Hold
37,224
– – 0.04% 85
2019
Q2 		$1.76M Hold
37,224
– – 0.03% 91
2019
Q1 		$1.8M Sell
37,224
-1,055
-3% -$51.9K 0.03% 93
2018
Q4 		$1.76M Buy
38,279
+1,792
+5% +$91.8K 0.04% 90
2018
Q3 		$1.92M Sell
36,487
-41,490
-53% -$2.37M 0.03% 101
2018
Q2 		$4.32M Sell
77,977
-129,954
-62% -$6.96M 0.07% 101
2018
Q1 		$10.9M Sell
207,931
-39,525
-16% -$2.35M 0.19% 69
2017
Q4 		$15M Sell
247,456
-8,347
-3% -$471K 0.22% 63
2017
Q3 		$14.1M Sell
255,803
-173,995
-40% -$9.25M 0.21% 69
2017
Q2 		$23.8M Sell
429,798
-33,125
-7% -$1.77M 0.37% 46
2017
Q1 		$25.8M Sell
462,923
-4,031
-0.9% -$229K 0.39% 45
2016
Q4 		$25.7M Buy
466,954
+77,807
+20% +$3.91M 0.38% 49
2016
Q3 		$17.2M Sell
389,147
-5,463
-1% -$261K 0.27% 56
2016
Q2 		$18.7M Buy
394,610
+12,647
+3% +$617K 0.31% 56
2016
Q1 		$18.5M Sell
381,963
-34,669
-8% -$1.7M 0.31% 58
2015
Q4 		$22.6M Buy
416,632
+29,404
+8% +$1.6M 0.43% 44
2015
Q3 		$19.9M Buy
387,228
+17,005
+5% +$935K 0.38% 45
2015
Q2 		$20.8M Buy
370,223
+56,606
+18% +$3.16M 0.35% 47
2015
Q1 		$17.1M Sell
313,617
-11,269
-3% -$609K 0.29% 47
2014
Q4 		$17.8M Sell
324,886
-4,653
-1% -$246K 0.28% 45
2014
Q3 		$17.1M Sell
329,539
-18,005
-5% -$926K 0.26% 45
2014
Q2 		$18.3M Buy
347,544
+3,957
+1% +$199K 0.26% 44
2014
Q1 		$17.1M Buy
343,587
+6,072
+2% +$283K 0.27% 43
2013
Q4 		$15.3M Sell
337,515
-41,220
-11% -$1.78M 0.24% 48
2013
Q3 		$15.6M Buy
378,735
+267,421
+240% +$11.4M 0.26% 50
2013
Q2 		$4.59M Buy
+111,314
New +$4.34M 0.08% 94

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
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

Guardian Capital (Canada)'s WFC Position: Q2 2020 in Review

Guardian Capital (Canada) sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 35,230 shares — an estimated $1.01M sold.

Guardian Capital (Canada) first reported a position in WFC in Q2 2013 and held it in 28 quarters. The position peaked at $25.8M in Q1 2017. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Guardian Capital (Canada) reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Guardian Capital (Canada) sold 35,230 Wells Fargo shares in Q2 2020, an estimated $1.01M.
  • Guardian Capital (Canada) first reported a position in Wells Fargo in Q2 2013 and held it in 28 quarters.
  • Guardian Capital (Canada)'s Wells Fargo position peaked at $25.8M in Q1 2017.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2020, filed 13 Aug 2020.