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Mercer Capital Advisers’s Wells Fargo WFC Stock Holding History

Mercer Capital Advisers’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 		$44K Hold
953
– – 0.02% 143
2021
Q2 		$43K Hold
953
– – 0.02% 155
2021
Q1 		$37K Hold
953
– – 0.02% 156
2020
Q4 		$29K Sell
953
-33
-3% -$854 0.02% 154
2020
Q3 		$23K Sell
986
-187
-16% -$4.61K 0.01% 161
2020
Q2 		$30K Hold
1,173
– – 0.02% 151
2020
Q1 		$34K Buy
1,173
+1
+0.1% +$43 0.03% 141
2019
Q4 		$63K Hold
1,172
– – 0.04% 139
2019
Q3 		$59K Hold
1,172
– – 0.04% 144
2019
Q2 		$55K Buy
1,172
+1
+0.1% +$47 0.04% 145
2019
Q1 		$57K Hold
1,171
– – 0.04% 144
2018
Q4 		$54K Buy
1,171
+525
+81% +$26.9K 0.04% 143
2018
Q3 		$34K Sell
646
-491
-43% -$28K 0.02% 161
2018
Q2 		$63K Sell
1,137
-399
-26% -$21.4K 0.05% 139
2018
Q1 		$81K Hold
1,536
– – 0.06% 134
2017
Q4 		$93K Hold
1,536
– – 0.07% 126
2017
Q3 		$85K Hold
1,536
– – 0.06% 136
2017
Q2 		$85K Buy
1,536
+1
+0.1% +$54 0.06% 134
2017
Q1 		$85K Hold
1,535
– – 0.07% 135
2016
Q4 		$85K Sell
1,535
-412
-21% -$20.7K 0.07% 132
2016
Q3 		$86K Sell
1,947
-24
-1% -$1.15K 0.07% 134
2016
Q2 		$93K Sell
1,971
-197
-9% -$9.61K 0.08% 122
2016
Q1 		$105K Buy
2,168
+4
+0.2% +$196 0.09% 110
2015
Q4 		$118K Buy
2,164
+549
+34% +$29.8K 0.1% 108
2015
Q3 		$83K Hold
1,615
– – 0.08% 120
2015
Q2 		$91K Hold
1,615
– – 0.08% 122
2015
Q1 		$88K Hold
1,615
– – 0.08% 127
2014
Q4 		$88K Buy
+1,615
New +$85.5K 0.08% 125

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Mercer Capital Advisers's WFC Position: Q3 2021 in Review

Mercer Capital Advisers held its Wells Fargo (WFC) position steady in Q3 2021 at 953 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #143.

Mercer Capital Advisers first reported a position in WFC in Q4 2014 and has held it in 28 quarters since. The position peaked at $118K in Q4 2015. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Mercer Capital Advisers held 953 shares of Wells Fargo worth $44K as of Q3 2021.
  • Mercer Capital Advisers left its Wells Fargo share count unchanged in Q3 2021.
  • Wells Fargo made up 0.02% of Mercer Capital Advisers's portfolio in Q3 2021, its #143 holding.
  • Mercer Capital Advisers first reported a position in Wells Fargo in Q4 2014 and has held it in 28 quarters since.
  • Mercer Capital Advisers's Wells Fargo position peaked at $118K in Q4 2015.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.