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Ivy Lane Capital Management’s Wells Fargo WFC Stock Holding History

Ivy Lane Capital Management’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
Q1 		– Sell
-98,000
Closed -$2.96M – 9
2020
Q4 		$2.96M Buy
+98,000
New +$2.54M 2.83% 8

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State Street
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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
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Ivy Lane Capital Management's WFC Position: Q1 2021 in Review

Ivy Lane Capital Management sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 98,000 shares — an estimated $2.96M sold.

Ivy Lane Capital Management first reported a position in WFC in Q4 2020 and held it in 1 quarter. The position peaked at $2.96M in Q4 2020. 1,872 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

  • Ivy Lane Capital Management reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
  • Ivy Lane Capital Management sold 98,000 Wells Fargo shares in Q1 2021, an estimated $2.96M.
  • Ivy Lane Capital Management first reported a position in Wells Fargo in Q4 2020 and held it in 1 quarter.
  • Ivy Lane Capital Management's Wells Fargo position peaked at $2.96M in Q4 2020.
  • 1,872 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on Ivy Lane Capital Management's 13F filing for Q1 2021, filed 17 May 2021.