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Jonathan Kolatch’s Wells Fargo WFC Stock Holding History

Jonathan Kolatch’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
Q4 		– Sell
-325,520
Closed -$15.1M – 49
2021
Q3 		$15.1M Sell
325,520
-2,374,957
-88% -$110M 1.16% 26
2021
Q2 		$122M Hold
2,700,477
– – 7.99% 3
2021
Q1 		$106M Sell
2,700,477
-2,835,653
-51% -$100M 5.14% 6
2020
Q4 		$167M Buy
5,536,130
+2,411,173
+77% +$62.4M 10.2% 2
2020
Q3 		$73.5M Buy
+3,124,957
New +$77M 5.59% 5
2018
Q3 		– Sell
-100,000
Closed -$5.54M – 57
2018
Q2 		$5.54M Hold
100,000
– – 0.38% 40
2018
Q1 		$5.24M Buy
+100,000
New +$5.94M 0.37% 35

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Jonathan Kolatch's WFC Position: Q4 2021 in Review

Jonathan Kolatch sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 325,520 shares — an estimated $15.1M sold.

Jonathan Kolatch first reported a position in WFC in Q1 2018 and held it in 7 quarters. The position peaked at $167M in Q4 2020. 2,074 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Jonathan Kolatch reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Jonathan Kolatch sold 325,520 Wells Fargo shares in Q4 2021, an estimated $15.1M.
  • Jonathan Kolatch first reported a position in Wells Fargo in Q1 2018 and held it in 7 quarters.
  • Jonathan Kolatch's Wells Fargo position peaked at $167M in Q4 2020.
  • 2,074 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Redwood Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.