Kings Point Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $123K | Buy |
2,547
+1,310
| +106% | +$70.1K | 0.01% | 252 |
|
|
2021
Q4 | $59K | Buy |
1,237
+470
| +61% | +$23.1K | ﹤0.01% | 366 |
|
|
2021
Q3 | $36K | Sell |
767
-999
| -57% | -$46.2K | ﹤0.01% | 407 |
|
|
2021
Q2 | $80K | Buy |
1,766
+44
| +3% | +$1.97K | 0.01% | 298 |
|
|
2021
Q1 | $67K | Buy |
1,722
+1,000
| +139% | +$35.4K | 0.01% | 316 |
|
|
2020
Q4 | $22K | Buy |
722
+201
| +39% | +$5.2K | ﹤0.01% | 411 |
|
|
2020
Q3 | $12K | Hold |
521
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $13K | Sell |
521
-1,696
| -76% | -$46.4K | ﹤0.01% | 417 |
|
|
2020
Q1 | $64K | Sell |
2,217
-137
| -6% | -$5.82K | 0.01% | 251 |
|
|
2019
Q4 | $127K | Buy |
2,354
+765
| +48% | +$40.1K | 0.02% | 224 |
|
|
2019
Q3 | $80K | Buy |
1,589
+503
| +46% | +$23.7K | 0.01% | 243 |
|
|
2019
Q2 | $51K | Buy |
1,086
+54
| +5% | +$2.52K | 0.01% | 257 |
|
|
2019
Q1 | $50K | Hold |
1,032
| – | – | 0.01% | 240 |
|
|
2018
Q4 | $48K | Sell |
1,032
-115
| -10% | -$5.89K | 0.01% | 225 |
|
|
2018
Q3 | $60K | Buy |
1,147
+116
| +11% | +$6.62K | 0.01% | 222 |
|
|
2018
Q2 | $57K | Hold |
1,031
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $54K | Sell |
1,031
-85,267
| -99% | -$5.07M | 0.01% | 229 |
|
|
2017
Q4 | $5.24M | Buy |
86,298
+1,924
| +2% | +$109K | 1.1% | 38 |
|
|
2017
Q3 | $4.65M | Sell |
84,374
-1,677
| -2% | -$89.1K | 1.04% | 39 |
|
|
2017
Q2 | $4.77M | Buy |
86,051
+53,490
| +164% | +$2.87M | 1.11% | 34 |
|
|
2017
Q1 | $1.81M | Buy |
32,561
+22,939
| +238% | +$1.3M | 0.42% | 67 |
|
|
2016
Q4 | $530K | Sell |
9,622
-225
| -2% | -$11.3K | 0.13% | 92 |
|
|
2016
Q3 | $436K | Sell |
9,847
-14,474
| -60% | -$693K | 0.12% | 87 |
|
|
2016
Q2 | $1.15M | Sell |
24,321
-47
| -0.2% | -$2.29K | 0.29% | 67 |
|
|
2016
Q1 | $1.18M | Sell |
24,368
-5,200
| -18% | -$255K | 0.3% | 69 |
|
|
2015
Q4 | $1.61M | Sell |
29,568
-2,991
| -9% | -$162K | 0.4% | 61 |
|
|
2015
Q3 | $1.67M | Buy |
32,559
+445
| +1% | +$24.5K | 0.44% | 54 |
|
|
2015
Q2 | $1.81M | Buy |
32,114
+475
| +2% | +$26.5K | 0.44% | 54 |
|
|
2015
Q1 | $1.72M | Sell |
31,639
-924
| -3% | -$49.9K | 0.43% | 54 |
|
|
2014
Q4 | $1.78M | Sell |
32,563
-761
| -2% | -$40.3K | 0.48% | 52 |
|
|
2014
Q3 | $1.73M | Buy |
33,324
+167
| +0.5% | +$8.59K | 0.52% | 48 |
|
|
2014
Q2 | $1.74M | Sell |
33,157
-606
| -2% | -$30.5K | 0.52% | 45 |
|
|
2014
Q1 | $1.68M | Buy |
33,763
+2,656
| +9% | +$124K | 0.55% | 49 |
|
|
2013
Q4 | $1.41M | Buy |
31,107
+1,453
| +5% | +$62.8K | 0.49% | 50 |
|
|
2013
Q3 | $1.23M | Buy |
29,654
+4,202
| +17% | +$179K | 0.47% | 54 |
|
|
2013
Q2 | $1.05M | Buy |
+25,452
| New | +$992K | 0.43% | 55 |
|
Other funds holding WFC
WA
Kings Point Capital Management's WFC Position: Q1 2022 in Review
Kings Point Capital Management increased its Wells Fargo (WFC) stake by 106% in Q1 2022, buying an estimated $70.1K and bringing the position to 2,547 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #252.
Kings Point Capital Management first reported a position in WFC in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.24M in Q4 2017. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.
- Kings Point Capital Management held 2,547 shares of Wells Fargo worth $123K as of Q1 2022.
- Kings Point Capital Management bought 1,310 Wells Fargo shares in Q1 2022, an estimated $70.1K.
- Wells Fargo made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #252 holding.
- Kings Point Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 36 quarters since.
- Kings Point Capital Management's Wells Fargo position peaked at $5.24M in Q4 2017.
- 2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.
Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.