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Newfound Research’s Wells Fargo WFC Stock Holding History

Newfound Research’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
2020
Q2 		– Sell
-5
Closed – – 196
2020
Q1 		$0 Hold
5
– – ﹤0.01% 209
2019
Q4 		$0 Hold
5
– – ﹤0.01% 228
2019
Q3 		$0 Hold
5
– – ﹤0.01% 227
2019
Q2 		$0 Buy
5
+3
+150% +$140 ﹤0.01% 223
2019
Q1 		$0 Hold
2
– – ﹤0.01% 231
2018
Q4 		$0 Hold
2
– – ﹤0.01% 213
2018
Q3 		$0 Hold
2
– – ﹤0.01% 229
2018
Q2 		$0 Buy
2
+1
+100% +$54 ﹤0.01% 224
2018
Q1 		$0 Buy
+1
New +$59 ﹤0.01% 263

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Newfound Research's WFC Position: Q2 2020 in Review

Newfound Research sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 5 shares.

Newfound Research first reported a position in WFC in Q1 2018 and held it in 9 quarters. The position peaked at $0 in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Newfound Research reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 5 Wells Fargo shares in Q2 2020.
  • Newfound Research first reported a position in Wells Fargo in Q1 2018 and held it in 9 quarters.
  • Newfound Research's Wells Fargo position peaked at $0 in Q1 2020.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.