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WFC icon

IberiaBank’s Wells Fargo WFC Stock Holding History

IberiaBank’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
-8,050
Closed -$231K – 227
2020
Q1 		$231K Sell
8,050
-451
-5% -$19.2K 0.03% 194
2019
Q4 		$457K Buy
8,501
+135
+2% +$7.07K 0.05% 168
2019
Q3 		$422K Sell
8,366
-1,330
-14% -$62.7K 0.05% 171
2019
Q2 		$459K Sell
9,696
-4,727
-33% -$221K 0.05% 172
2019
Q1 		$697K Sell
14,423
-4,616
-24% -$227K 0.08% 149
2018
Q4 		$877K Sell
19,039
-6,624
-26% -$339K 0.11% 136
2018
Q3 		$1.35M Sell
25,663
-1,755
-6% -$100K 0.17% 130
2018
Q2 		$1.52M Sell
27,418
-28,830
-51% -$1.54M 0.26% 110
2018
Q1 		$2.95M Sell
56,248
-104,587
-65% -$6.21M 0.59% 60
2017
Q4 		$9.83M Buy
160,835
+644
+0.4% +$36.4K 1.54% 13
2017
Q3 		$8.78M Buy
160,191
+46,936
+41% +$2.49M 1.46% 13
2017
Q2 		$6.28M Buy
113,255
+6,718
+6% +$360K 1.87% 7
2017
Q1 		$5.93M Buy
106,537
+4,146
+4% +$235K 1.87% 9
2016
Q4 		$5.64M Buy
102,391
+3,979
+4% +$200K 2.07% 10
2016
Q3 		$4.36M Buy
98,412
+2,475
+3% +$118K 1.86% 20
2016
Q2 		$4.54M Buy
95,937
+12,251
+15% +$597K 2% 14
2016
Q1 		$4.05M Buy
83,686
+5,426
+7% +$266K 1.91% 19
2015
Q4 		$4.25M Buy
78,260
+7,709
+11% +$419K 1.91% 13
2015
Q3 		$3.62M Sell
70,551
-12,986
-16% -$714K 1.86% 19
2015
Q2 		$4.7M Buy
83,537
+26,539
+47% +$1.48M 2.1% 3
2015
Q1 		$3.1M Buy
56,998
+12,603
+28% +$681K 1.39% 30
2014
Q4 		$2.43M Sell
44,395
-2,839
-6% -$150K 1.33% 30
2014
Q3 		$2.45M Buy
47,234
+3,588
+8% +$185K 1.38% 30
2014
Q2 		$2.29M Buy
43,646
+2,786
+7% +$140K 1.28% 28
2014
Q1 		$2.03M Buy
40,860
+3,524
+9% +$164K 1.25% 31
2013
Q4 		$1.7M Buy
37,336
+850
+2% +$36.7K 1.11% 36
2013
Q3 		$1.51M Buy
36,486
+5,360
+17% +$229K 0.99% 40
2013
Q2 		$1.28M Buy
+31,126
New +$1.21M 0.97% 40

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

IberiaBank's WFC Position: Q2 2020 in Review

IberiaBank sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 8,050 shares — an estimated $231K sold.

IberiaBank first reported a position in WFC in Q2 2013 and held it in 28 quarters. The position peaked at $9.83M in Q4 2017. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • IberiaBank reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • IberiaBank sold 8,050 Wells Fargo shares in Q2 2020, an estimated $231K.
  • IberiaBank first reported a position in Wells Fargo in Q2 2013 and held it in 28 quarters.
  • IberiaBank's Wells Fargo position peaked at $9.83M in Q4 2017.
  • 1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.