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Next Capital Management’s Wells Fargo WFC Stock Holding History

Next 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
2019
Q3 		– Sell
-685
Closed -$32K – 805
2019
Q2 		$32K Buy
+685
New +$32K 0.02% 207

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BlackRock
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Next Capital Management's WFC Position: Q3 2019 in Review

Next Capital Management sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 685 shares — an estimated $32K sold.

Next Capital Management first reported a position in WFC in Q2 2019 and held it in 1 quarter. The position peaked at $32K in Q2 2019. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Next Capital Management reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 685 Wells Fargo shares in Q3 2019, an estimated $32K.
  • Next Capital Management first reported a position in Wells Fargo in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's Wells Fargo position peaked at $32K in Q2 2019.
  • 1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.