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Landsberg Bennett & Dubbaneh’s Wells Fargo WFC Stock Holding History

Landsberg Bennett & Dubbaneh’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
-11,867
Closed -$532K – 297
2021
Q2 		$532K Buy
11,867
+403
+4% +$18K 0.07% 167
2021
Q1 		$454K Buy
11,464
+1,934
+20% +$68.5K 0.07% 172
2020
Q4 		$288K Sell
9,530
-1,114
-10% -$28.8K 0.04% 182
2020
Q3 		$248K Buy
+10,644
New +$262K 0.04% 180
2019
Q4 		– Sell
-6,317
Closed -$320K – 256
2019
Q3 		$320K Buy
6,317
+7
+0.1% +$330 0.09% 165
2019
Q2 		$301K Buy
6,310
+6
+0.1% +$281 0.08% 182
2019
Q1 		$308K Buy
+6,304
New +$310K 0.07% 187

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's WFC Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 11,867 shares — an estimated $532K sold.

Landsberg Bennett & Dubbaneh first reported a position in WFC in Q1 2019 and held it in 7 quarters. The position peaked at $532K in Q2 2021. 1,907 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Landsberg Bennett & Dubbaneh reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • Landsberg Bennett & Dubbaneh sold 11,867 Wells Fargo shares in Q3 2021, an estimated $532K.
  • Landsberg Bennett & Dubbaneh first reported a position in Wells Fargo in Q1 2019 and held it in 7 quarters.
  • Landsberg Bennett & Dubbaneh's Wells Fargo position peaked at $532K in Q2 2021.
  • 1,907 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.