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Marathon Capital Management’s Wells Fargo WFC Stock Holding History

Marathon Capital Management’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
-4,634
Closed -$216K – 223
2021
Q3 		$216K Buy
+4,634
New +$214K 0.05% 205
2016
Q4 		– Sell
-6,305
Closed -$279K – 98
2016
Q3 		$279K Hold
6,305
– – 0.14% 61
2016
Q2 		$298K Buy
+6,305
New +$307K 0.15% 52

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Dodge & Cox
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Marathon Capital Management's WFC Position: Q4 2021 in Review

Marathon Capital Management sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 4,634 shares — an estimated $216K sold.

Marathon Capital Management first reported a position in WFC in Q2 2016 and held it in 3 quarters. The position peaked at $298K in Q2 2016. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Marathon Capital Management reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 4,634 Wells Fargo shares in Q4 2021, an estimated $216K.
  • Marathon Capital Management first reported a position in Wells Fargo in Q2 2016 and held it in 3 quarters.
  • Marathon Capital Management's Wells Fargo position peaked at $298K in Q2 2016.
  • 2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.