Kinloch Capital’s Wells Fargo WFC Stock Holding History

Kinloch Capital’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	-540	Closed	-$16K	–	211
2020 Q4	$16K	Buy	+540	New	+$14K	0.01%	158

Other funds holding WFC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Kinloch Capital's WFC Position: Q1 2021 in Review

Kinloch Capital sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 540 shares — an estimated $16K sold.

Kinloch Capital first reported a position in WFC in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 1,872 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

Kinloch Capital reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
Kinloch Capital sold 540 Wells Fargo shares in Q1 2021, an estimated $16K.
Kinloch Capital first reported a position in Wells Fargo in Q4 2020 and held it in 1 quarter.
Kinloch Capital's Wells Fargo position peaked at $16K in Q4 2020.
1,872 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on Kinloch Capital's 13F filing for Q1 2021, filed 11 May 2021.