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Investidor Profissional Gestao de Recursos’s Wells Fargo WFC Stock Holding History

Investidor Profissional Gestao de Recursos’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
Q4 		– Sell
-140,261
Closed -$7.08M – 23
2019
Q3 		$7.08M Buy
+140,261
New +$6.61M 3.43% 12
2018
Q2 		– Sell
-342,189
Closed -$17.9M – 19
2018
Q1 		$17.9M Buy
342,189
+124,519
+57% +$7.4M 11.18% 3
2017
Q4 		$13.2M Buy
+217,670
New +$12.3M 8.41% 5

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Investidor Profissional Gestao de Recursos's WFC Position: Q4 2019 in Review

Investidor Profissional Gestao de Recursos sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 140,261 shares — an estimated $7.08M sold.

Investidor Profissional Gestao de Recursos first reported a position in WFC in Q4 2017 and held it in 3 quarters. The position peaked at $17.9M in Q1 2018. 2,095 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • Investidor Profissional Gestao de Recursos reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
  • Investidor Profissional Gestao de Recursos sold 140,261 Wells Fargo shares in Q4 2019, an estimated $7.08M.
  • Investidor Profissional Gestao de Recursos first reported a position in Wells Fargo in Q4 2017 and held it in 3 quarters.
  • Investidor Profissional Gestao de Recursos's Wells Fargo position peaked at $17.9M in Q1 2018.
  • 2,095 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Investidor Profissional Gestao de Recursos's 13F filing for Q4 2019, filed 10 Nov 2022.