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Pantheon Investment Group’s Wells Fargo WFC Stock Holding History

Pantheon Investment Group’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
Q3 		– Sell
-22,544
Closed -$577K – 70
2020
Q2 		$577K Sell
22,544
-45,896
-67% -$1.26M 0.72% 46
2020
Q1 		$1.98M Buy
68,440
+35,699
+109% +$1.52M 2.96% 12
2019
Q4 		$1.76M Buy
+32,741
New +$1.71M 1.65% 18

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Pantheon Investment Group's WFC Position: Q3 2020 in Review

Pantheon Investment Group sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 22,544 shares — an estimated $577K sold.

Pantheon Investment Group first reported a position in WFC in Q4 2019 and held it in 3 quarters. The position peaked at $1.98M in Q1 2020. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Pantheon Investment Group reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Pantheon Investment Group sold 22,544 Wells Fargo shares in Q3 2020, an estimated $577K.
  • Pantheon Investment Group first reported a position in Wells Fargo in Q4 2019 and held it in 3 quarters.
  • Pantheon Investment Group's Wells Fargo position peaked at $1.98M in Q1 2020.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Pantheon Investment Group's 13F filing for Q3 2020, filed 15 Dec 2020.