Isthmus Partners’s Wells Fargo WFC Stock Holding History

Isthmus 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
2021 Q3	–	Sell	-600	Closed	-$27K	–	256
2021 Q2	$27K	Buy	+600	New	+$26.8K	﹤0.01%	213
2018 Q3	–	Sell	-600	Closed	-$33K	–	286
2018 Q2	$33K	Hold	600	–	–	0.01%	197
2018 Q1	$31K	Hold	600	–	–	0.01%	197
2017 Q4	$36K	Hold	600	–	–	0.01%	190
2017 Q3	$33K	Hold	600	–	–	0.01%	195
2017 Q2	$33K	Hold	600	–	–	0.01%	201
2017 Q1	$33K	Hold	600	–	–	0.01%	198
2016 Q4	$33K	Hold	600	–	–	0.01%	199
2016 Q3	$27K	Hold	600	–	–	0.01%	202
2016 Q2	$28K	Hold	600	–	–	0.01%	190
2016 Q1	$29K	Sell	600 -600	-50%	-$29.4K	0.01%	189
2015 Q4	$64K	Buy	1,200 +600	+100%	+$32.6K	0.02%	169
2015 Q3	$31K	Hold	600	–	–	0.01%	198
2015 Q2	$34K	Hold	600	–	–	0.01%	197
2015 Q1	$33K	Hold	600	–	–	0.01%	193
2014 Q4	$33K	Buy	+600	New	+$31.8K	0.01%	202

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Isthmus Partners's WFC Position: Q3 2021 in Review

Isthmus Partners sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 600 shares — an estimated $27K sold.

Isthmus Partners first reported a position in WFC in Q4 2014 and held it in 16 quarters. The position peaked at $64K in Q4 2015. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Isthmus Partners reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Isthmus Partners sold 600 Wells Fargo shares in Q3 2021, an estimated $27K.
Isthmus Partners first reported a position in Wells Fargo in Q4 2014 and held it in 16 quarters.
Isthmus Partners's Wells Fargo position peaked at $64K in Q4 2015.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Isthmus Partners's 13F filing for Q3 2021, filed 10 Nov 2021.