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Ironvine Capital Partners’s Wells Fargo WFC Stock Holding History

Ironvine Capital Partners’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
-47,729
Closed -$1.37M – 62
2020
Q1 		$1.37M Sell
47,729
-498,249
-91% -$21.2M 0.21% 46
2019
Q4 		$29.4M Buy
545,978
+12,082
+2% +$633K 4.1% 6
2019
Q3 		$26.9M Buy
533,896
+94,355
+21% +$4.45M 3.95% 7
2019
Q2 		$21.3M Buy
439,541
+101,728
+30% +$4.76M 3.48% 10
2019
Q1 		$16.3M Buy
337,813
+5,236
+2% +$258K 3.08% 13
2018
Q4 		$16.6M Buy
332,577
+186,535
+128% +$9.55M 3.37% 10
2018
Q3 		$7.68M Sell
146,042
-597
-0.4% -$34.1K 1.57% 26
2018
Q2 		$8.13M Sell
146,639
-21,753
-13% -$1.17M 1.82% 26
2018
Q1 		$8.82M Buy
168,392
+24,355
+17% +$1.45M 2.12% 20
2017
Q4 		$8.74M Buy
+144,037
New +$8.13M 2.73% 9

Other funds holding WFC

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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

Ironvine Capital Partners's WFC Position: Q2 2020 in Review

Ironvine Capital Partners sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 47,729 shares — an estimated $1.37M sold.

Ironvine Capital Partners first reported a position in WFC in Q4 2017 and held it in 10 quarters. The position peaked at $29.4M in Q4 2019. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Ironvine Capital Partners reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Ironvine Capital Partners sold 47,729 Wells Fargo shares in Q2 2020, an estimated $1.37M.
  • Ironvine Capital Partners first reported a position in Wells Fargo in Q4 2017 and held it in 10 quarters.
  • Ironvine Capital Partners's Wells Fargo position peaked at $29.4M in Q4 2019.
  • 1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Ironvine Capital Partners's 13F filing for Q2 2020, filed 5 Aug 2020.