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Hendershot Investments’s Wells Fargo WFC Stock Holding History

Hendershot 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
2024
Q2 		– Sell
-3,266
Closed -$189K – 137
2024
Q1 		$189K Hold
3,266
– – 0.03% 122
2023
Q4 		$161K Sell
3,266
-12,339
-79% -$532K 0.02% 127
2023
Q3 		$638K Sell
15,605
-11,721
-43% -$506K 0.11% 75
2023
Q2 		$1.17M Sell
27,326
-4,494
-14% -$181K 0.19% 57
2023
Q1 		$1.19M Sell
31,820
-9,971
-24% -$435K 0.2% 58
2022
Q4 		$1.73M Sell
41,791
-6,510
-13% -$288K 0.29% 57
2022
Q3 		$1.94M Sell
48,301
-10,971
-19% -$471K 0.37% 54
2022
Q2 		$2.32M Sell
59,272
-16,225
-21% -$712K 0.41% 54
2022
Q1 		$3.66M Sell
75,497
-3,339
-4% -$179K 0.56% 45
2021
Q4 		$3.78M Sell
78,836
-20,947
-21% -$1.03M 0.58% 44
2021
Q3 		$4.63M Buy
+99,783
New +$4.62M 0.88% 43
2020
Q3 		– Sell
-7,151
Closed -$183K – 83
2020
Q2 		$183K Buy
7,151
+378
+6% +$10.3K 0.06% 71
2020
Q1 		$194K Hold
6,773
– – 0.07% 69
2019
Q4 		$364K Buy
6,773
+1,600
+31% +$83.8K 0.11% 58
2019
Q3 		$261K Sell
5,173
-50
-1% -$2.35K 0.08% 65
2019
Q2 		$247K Hold
5,223
– – 0.08% 66
2019
Q1 		$252K Buy
5,223
+1,601
+44% +$78.7K 0.09% 62
2018
Q4 		$167K Sell
3,622
-772
-18% -$39.5K 0.07% 65
2018
Q3 		$231K Buy
4,394
+72
+2% +$4.11K 0.08% 61
2018
Q2 		$240K Hold
4,322
– – 0.09% 57
2018
Q1 		$227K Hold
4,322
– – 0.09% 60
2017
Q4 		$262K Buy
4,322
+700
+19% +$39.5K 0.11% 60
2017
Q3 		$200K Buy
+3,622
New +$193K 0.09% 63

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hendershot Investments's WFC Position: Q2 2024 in Review

Hendershot Investments sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 3,266 shares — an estimated $189K sold.

Hendershot Investments first reported a position in WFC in Q3 2017 and held it in 23 quarters. The position peaked at $4.63M in Q3 2021. 2,257 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Hendershot Investments reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • Hendershot Investments sold 3,266 Wells Fargo shares in Q2 2024, an estimated $189K.
  • Hendershot Investments first reported a position in Wells Fargo in Q3 2017 and held it in 23 quarters.
  • Hendershot Investments's Wells Fargo position peaked at $4.63M in Q3 2021.
  • 2,257 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Hendershot Investments's 13F filing for Q2 2024, filed 5 Aug 2024.