GIM
WFC icon

Guardian Investment Management’s Wells Fargo WFC Stock Holding History

Guardian Investment 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
-54,172
Closed -$1.55M – 58
2020
Q1 		$1.55M Buy
54,172
+27,821
+106% +$1.18M 1.59% 23
2019
Q4 		$1.44M Hold
26,351
– – 1.14% 33
2019
Q3 		$1.33M Hold
26,351
– – 1.18% 34
2019
Q2 		$1.25M Hold
26,351
– – 1.08% 36
2019
Q1 		$1.27M Hold
26,351
– – 1.1% 35
2018
Q4 		$1.22M Hold
26,351
– – 1.12% 33
2018
Q3 		$1.39M Buy
26,351
+9,475
+56% +$541K 1.22% 32
2018
Q2 		$935K Sell
16,876
-40,315
-70% -$2.16M 0.89% 41
2018
Q1 		$3M Sell
57,191
-6,092
-10% -$362K 3.2% 9
2017
Q4 		$3.84M Buy
63,283
+782
+1% +$44.2K 4.05% 7
2017
Q3 		$3.45M Hold
62,501
– – 3.81% 7
2017
Q2 		$3.46M Sell
62,501
-1,420
-2% -$76.1K 3.83% 7
2017
Q1 		$3.56M Sell
63,921
-4,900
-7% -$278K 3.87% 6
2016
Q4 		$3.79M Buy
68,821
+18,600
+37% +$935K 4.38% 7
2016
Q3 		$2.38M Hold
50,221
– – 2.65% 13
2016
Q2 		$2.38M Sell
50,221
-650
-1% -$31.7K 2.65% 13
2016
Q1 		$2.46M Buy
50,871
+871
+2% +$42.6K 2.82% 11
2015
Q4 		$2.72M Hold
50,000
– – 2.92% 11
2015
Q3 		$2.57M Hold
50,000
– – 2.85% 13
2015
Q2 		$2.85M Buy
50,000
+3,000
+6% +$167K 3.18% 9
2015
Q1 		$2.54M Hold
47,000
– – 2.82% 11
2014
Q4 		$2.58M Hold
47,000
– – 2.72% 11
2014
Q3 		$2.33M Hold
47,000
– – 2.7% 11
2014
Q2 		$2.47M Hold
47,000
– – 2.7% 11
2014
Q1 		$2.33M Buy
47,000
+20,000
+74% +$932K 2.7% 11
2013
Q4 		$1.23M Hold
27,000
– – 1.36% 29
2013
Q3 		$1.12M Buy
27,000
+5,000
+23% +$213K 1.52% 24
2013
Q2 		$919K Buy
+22,000
New +$857K 1.32% 32

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 Investment Management's WFC Position: Q2 2020 in Review

Guardian Investment Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 54,172 shares — an estimated $1.55M sold.

Guardian Investment Management first reported a position in WFC in Q2 2013 and held it in 28 quarters. The position peaked at $3.84M in Q4 2017. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Guardian Investment Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Guardian Investment Management sold 54,172 Wells Fargo shares in Q2 2020, an estimated $1.55M.
  • Guardian Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 28 quarters.
  • Guardian Investment Management's Wells Fargo position peaked at $3.84M in Q4 2017.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Guardian Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.