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Nachman Norwood & Parrott’s Wells Fargo WFC Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$1.32M Sell
29,242
-348
-1% -$15.5K 0.13% 108
2021
Q1 		$1.16M Buy
29,590
+1,548
+6% +$54.8K 0.13% 116
2020
Q4 		$846K Buy
28,042
+287
+1% +$7.43K 0.1% 128
2020
Q3 		$653K Buy
27,755
+2,898
+12% +$71.4K 0.09% 138
2020
Q2 		$637K Buy
24,857
+2,957
+14% +$80.9K 0.11% 132
2020
Q1 		$629K Buy
21,900
+4,112
+23% +$175K 0.13% 120
2019
Q4 		$957K Buy
17,788
+422
+2% +$22.1K 0.16% 103
2019
Q3 		$876K Buy
17,366
+620
+4% +$29.2K 0.16% 107
2019
Q2 		$792K Sell
16,746
-7,460
-31% -$349K 0.14% 115
2019
Q1 		$1.17M Buy
24,206
+140
+0.6% +$6.89K 0.22% 89
2018
Q4 		$1.11M Buy
+24,066
New +$1.23M 0.23% 85

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

Nachman Norwood & Parrott's WFC Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its Wells Fargo (WFC) stake by 1.2% in Q2 2021, selling an estimated $15.5K and leaving 29,242 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #108.

Nachman Norwood & Parrott first reported a position in WFC in Q4 2018 and has held it in 11 quarters since. 1,930 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Nachman Norwood & Parrott held 29,242 shares of Wells Fargo worth $1.32M as of Q2 2021.
  • Nachman Norwood & Parrott sold 348 Wells Fargo shares in Q2 2021, an estimated $15.5K.
  • Wells Fargo made up 0.13% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #108 holding.
  • Nachman Norwood & Parrott first reported a position in Wells Fargo in Q4 2018 and has held it in 11 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.