JGP Global Gestao de Recursos’s Wells Fargo WFC Stock Holding History

JGP Global 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
2021 Q3	–	Sell	-14,929	Closed	-$691K	–	89
2021 Q2	$676K	Sell	14,929 -5,815	-28%	-$260K	0.22%	29
2021 Q1	$810K	Buy	+20,744	New	+$734K	0.5%	19
2019 Q4	–	Sell	-400,000	Closed	-$20.2M	–	81
2019 Q3	$20.2M	Buy	+400,000	New	+$18.8M	11.16%	3
2016 Q1	–	Sell	-33,670	Closed	-$1.83M	–	44
2015 Q4	$1.83M	Buy	33,670 +1,819	+6%	+$98.8K	1.55%	20
2015 Q3	$1.64M	Sell	31,851 -383	-1%	-$21.1K	0.9%	19
2015 Q2	$1.81M	Sell	32,234 -3,382	-9%	-$189K	0.42%	10
2015 Q1	$1.94M	Buy	+35,616	New	+$1.92M	0.72%	6

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JGP Global Gestao de Recursos's WFC Position: Q3 2021 in Review

JGP Global Gestao de Recursos sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 14,929 shares — an estimated $691K sold.

JGP Global Gestao de Recursos first reported a position in WFC in Q1 2015 and held it in 7 quarters. The position peaked at $20.2M in Q3 2019. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

JGP Global Gestao de Recursos reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
JGP Global Gestao de Recursos sold 14,929 Wells Fargo shares in Q3 2021, an estimated $691K.
JGP Global Gestao de Recursos first reported a position in Wells Fargo in Q1 2015 and held it in 7 quarters.
JGP Global Gestao de Recursos's Wells Fargo position peaked at $20.2M in Q3 2019.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on JGP Global Gestao de Recursos's 13F filing for Q3 2021, filed 4 Nov 2021.