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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
2022
Q1 		– Sell
-5,000
Closed -$15K – 86
2021
Q4 		$15K Buy
+5,000
New +$246K 0.01% 68
2021
Q3 		– Sell
-5,000
Closed -$205K – 90
2021
Q2 		$205K Buy
+5,000
New +$223K 0.07% 67
2019
Q4 		– Sell
-4,000
Closed -$108K – 82
2019
Q3 		$108K Buy
+4,000
New +$188K 0.06% 63

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Capital World Investors
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.