Lumina Fund 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
2020
Q2
Sell
-23,700
Closed -$680K 36
2020
Q1
$680K Buy
+23,700
New +$1.01M 0.39% 17

Other funds holding WFC

Lumina Fund Management's WFC Position: Q2 2020 in Review

Lumina Fund Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 23,700 shares — an estimated $680K sold.

Lumina Fund Management first reported a position in WFC in Q1 2020 and held it in 1 quarter. The position peaked at $680K in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Lumina Fund Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Lumina Fund Management sold 23,700 Wells Fargo shares in Q2 2020, an estimated $680K.
  • Lumina Fund Management first reported a position in Wells Fargo in Q1 2020 and held it in 1 quarter.
  • Lumina Fund Management's Wells Fargo position peaked at $680K in Q1 2020.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Lumina Fund Management's 13F filing for Q2 2020, filed 14 Aug 2020.