PCM
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Pennsylvania Capital Management’s Wells Fargo WFC Stock Holding History

Pennsylvania 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
2020
Q3 		– Sell
-11,715
Closed -$300K – 140
2020
Q2 		$300K Buy
+11,715
New +$321K 0.16% 86

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Dodge & Cox
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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Eagle Capital Management (New York)
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Pennsylvania Capital Management's WFC Position: Q3 2020 in Review

Pennsylvania Capital Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 11,715 shares — an estimated $300K sold.

Pennsylvania Capital Management first reported a position in WFC in Q2 2020 and held it in 1 quarter. The position peaked at $300K in Q2 2020. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Pennsylvania Capital Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Pennsylvania Capital Management sold 11,715 Wells Fargo shares in Q3 2020, an estimated $300K.
  • Pennsylvania Capital Management first reported a position in Wells Fargo in Q2 2020 and held it in 1 quarter.
  • Pennsylvania Capital Management's Wells Fargo position peaked at $300K in Q2 2020.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Pennsylvania Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.