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Plimoth Trust’s Wells Fargo WFC Stock Holding History

Plimoth Trust’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
-4,680
Closed -$212K – 165
2021
Q2 		$212K Sell
4,680
-1,261
-21% -$56.3K 0.06% 162
2021
Q1 		$232K Buy
+5,941
New +$210K 0.07% 160
2020
Q2 		– Sell
-9,020
Closed -$259K – 165
2020
Q1 		$259K Buy
9,020
+2,989
+50% +$127K 0.11% 144
2019
Q4 		$325K Sell
6,031
-100
-2% -$5.24K 0.11% 154
2019
Q3 		$309K Sell
6,131
-110
-2% -$5.18K 0.1% 169
2019
Q2 		$296K Sell
6,241
-419
-6% -$19.6K 0.1% 172
2019
Q1 		$322K Sell
6,660
-20,210
-75% -$994K 0.11% 162
2018
Q4 		$1.24M Sell
26,870
-691
-3% -$35.4K 0.46% 68
2018
Q3 		$1.45M Sell
27,561
-969
-3% -$55.3K 0.47% 66
2018
Q2 		$1.58M Sell
28,530
-3,929
-12% -$210K 0.54% 59
2018
Q1 		$1.7M Buy
32,459
+18,231
+128% +$1.08M 0.59% 59
2017
Q4 		$863K Buy
+14,228
New +$804K 0.31% 94

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Plimoth Trust's WFC Position: Q3 2021 in Review

Plimoth Trust sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 4,680 shares — an estimated $212K sold.

Plimoth Trust first reported a position in WFC in Q4 2017 and held it in 12 quarters. The position peaked at $1.7M in Q1 2018. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Plimoth Trust reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • Plimoth Trust sold 4,680 Wells Fargo shares in Q3 2021, an estimated $212K.
  • Plimoth Trust first reported a position in Wells Fargo in Q4 2017 and held it in 12 quarters.
  • Plimoth Trust's Wells Fargo position peaked at $1.7M in Q1 2018.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Plimoth Trust's 13F filing for Q3 2021, filed 22 Oct 2021.