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Palouse Capital Management’s Wells Fargo WFC Stock Holding History

Palouse 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
Q3 		– Sell
-65,578
Closed -$2.97M – 102
2021
Q2 		$2.97M Sell
65,578
-880
-1% -$39.3K 1.3% 37
2021
Q1 		$2.6M Sell
66,458
-2,631
-4% -$93.1K 1.15% 40
2020
Q4 		$2.08M Sell
69,089
-11,294
-14% -$292K 1.1% 42
2020
Q3 		$1.89M Sell
80,383
-13,682
-15% -$337K 1.06% 42
2020
Q2 		$2.41M Sell
94,065
-3,759
-4% -$103K 1.27% 35
2020
Q1 		$2.81M Sell
97,824
-2,142
-2% -$91.1K 1.66% 30
2019
Q4 		$5.38M Sell
99,966
-41,193
-29% -$2.16M 2.04% 21
2019
Q3 		$7.12M Sell
141,159
-2,640
-2% -$124K 2.64% 7
2019
Q2 		$6.8M Sell
143,799
-2,200
-2% -$103K 2.45% 9
2019
Q1 		$7.05M Buy
145,999
+4,020
+3% +$198K 2.71% 4
2018
Q4 		$6.54M Sell
141,979
-585
-0.4% -$30K 2.59% 3
2018
Q3 		$7.49M Sell
142,564
-2,105
-1% -$120K 2.62% 5
2018
Q2 		$8.02M Buy
144,669
+4,990
+4% +$267K 2.72% 3
2018
Q1 		$7.32M Sell
139,679
-927
-0.7% -$55.1K 2.44% 5
2017
Q4 		$8.53M Sell
140,606
-1,855
-1% -$105K 2.88% 3
2017
Q3 		$7.86M Sell
142,461
-1,240
-0.9% -$65.9K 2.63% 3
2017
Q2 		$7.96M Sell
143,701
-985
-0.7% -$52.8K 2.9% 4
2017
Q1 		$8.05M Buy
144,686
+3,201
+2% +$182K 3.06% 3
2016
Q4 		$7.8M Buy
141,485
+31,954
+29% +$1.61M 3.19% 3
2016
Q3 		$4.85M Sell
109,531
-1,038
-0.9% -$49.7K 2.06% 15
2016
Q2 		$5.23M Buy
+110,569
New +$5.39M 2.13% 13

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

Palouse Capital Management's WFC Position: Q3 2021 in Review

Palouse Capital Management sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 65,578 shares — an estimated $2.97M sold.

Palouse Capital Management first reported a position in WFC in Q2 2016 and held it in 21 quarters. The position peaked at $8.53M in Q4 2017. 1,907 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Palouse Capital Management reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • Palouse Capital Management sold 65,578 Wells Fargo shares in Q3 2021, an estimated $2.97M.
  • Palouse Capital Management first reported a position in Wells Fargo in Q2 2016 and held it in 21 quarters.
  • Palouse Capital Management's Wells Fargo position peaked at $8.53M in Q4 2017.
  • 1,907 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Palouse Capital Management's 13F filing for Q3 2021, filed 21 Oct 2021.