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HighVista Strategies’s Wells Fargo WFC Stock Holding History

HighVista Strategies’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
2019
Q3 		– Sell
-8,000
Closed -$379K – 157
2019
Q2 		$379K Sell
8,000
-800
-9% -$37.4K 0.19% 82
2019
Q1 		$425K Buy
+8,800
New +$433K 0.35% 80
2018
Q3 		– Sell
-6,700
Closed -$371K – 174
2018
Q2 		$371K Buy
6,700
+2,000
+43% +$107K 0.17% 60
2018
Q1 		$246K Buy
4,700
+100
+2% +$5.94K 0.1% 146
2017
Q4 		$279K Sell
4,600
-1,200
-21% -$67.8K 0.08% 196
2017
Q3 		$320K Sell
5,800
-400
-6% -$21.3K 0.07% 170
2017
Q2 		$344K Buy
+6,200
New +$332K 0.08% 167

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

HighVista Strategies's WFC Position: Q3 2019 in Review

HighVista Strategies sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 8,000 shares — an estimated $379K sold.

HighVista Strategies first reported a position in WFC in Q2 2017 and held it in 7 quarters. The position peaked at $425K in Q1 2019. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • HighVista Strategies reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • HighVista Strategies sold 8,000 Wells Fargo shares in Q3 2019, an estimated $379K.
  • HighVista Strategies first reported a position in Wells Fargo in Q2 2017 and held it in 7 quarters.
  • HighVista Strategies's Wells Fargo position peaked at $425K in Q1 2019.
  • 1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on HighVista Strategies's 13F filing for Q3 2019, filed 14 Nov 2019.