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Point View Wealth Management’s Wells Fargo WFC Stock Holding History

Point View Wealth 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
Q4 		$1.39M Buy
45,955
+4,125
+10% +$107K 0.56% 53
2020
Q3 		$983K Sell
41,830
-7,405
-15% -$182K 0.46% 70
2020
Q2 		$1.26M Buy
49,235
+8,279
+20% +$227K 0.6% 51
2020
Q1 		$1.18M Buy
40,956
+14,022
+52% +$596K 0.64% 47
2019
Q4 		$1.45M Buy
26,934
+1,408
+6% +$73.7K 0.6% 47
2019
Q3 		$1.29M Buy
25,526
+3,554
+16% +$167K 0.58% 53
2019
Q2 		$1.04M Buy
21,972
+5,758
+36% +$269K 0.44% 75
2019
Q1 		$783K Buy
16,214
+199
+1% +$9.79K 0.35% 101
2018
Q4 		$738K Sell
16,015
-1,024
-6% -$52.4K 0.37% 96
2018
Q3 		$896K Buy
17,039
+169
+1% +$9.65K 0.4% 83
2018
Q2 		$935K Sell
16,870
-396
-2% -$21.2K 0.43% 75
2018
Q1 		$905K Buy
17,266
+127
+0.7% +$7.54K 0.43% 77
2017
Q4 		$1.04M Sell
17,139
-99
-0.6% -$5.59K 0.49% 68
2017
Q3 		$951K Sell
17,238
-825
-5% -$43.9K 0.46% 76
2017
Q2 		$1M Sell
18,063
-318
-2% -$17K 0.49% 70
2017
Q1 		$1.02M Buy
18,381
+960
+6% +$54.5K 0.53% 65
2016
Q4 		$960K Sell
17,421
-32
-0.2% -$1.61K 0.55% 58
2016
Q3 		$773K Buy
17,453
+2
+0% +$96 0.46% 77
2016
Q2 		$826K Buy
17,451
+200
+1% +$9.75K 0.5% 65
2016
Q1 		$834K Buy
17,251
+318
+2% +$15.6K 0.54% 67
2015
Q4 		$920K Sell
16,933
-24
-0.1% -$1.3K 0.66% 45
2015
Q3 		$871K Buy
16,957
+113
+0.7% +$6.21K 0.7% 45
2015
Q2 		$947K Sell
16,844
-73
-0.4% -$4.07K 0.74% 43
2015
Q1 		$920K Sell
16,917
-81
-0.5% -$4.38K 0.71% 45
2014
Q4 		$932K Sell
16,998
-714
-4% -$37.8K 0.69% 42
2014
Q3 		$919K Sell
17,712
-145
-0.8% -$7.46K 0.78% 37
2014
Q2 		$939K Sell
17,857
-299
-2% -$15K 0.81% 36
2014
Q1 		$903K Sell
18,156
-241
-1% -$11.2K 0.82% 39
2013
Q4 		$835K Buy
+18,397
New +$795K 0.79% 39

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Point View Wealth Management's WFC Position: Q4 2020 in Review

Point View Wealth Management increased its Wells Fargo (WFC) stake by 9.9% in Q4 2020, buying an estimated $107K and bringing the position to 45,955 shares worth $1.39M. The position accounts for 0.56% of the portfolio, ranked #53.

Point View Wealth Management first reported a position in WFC in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.45M in Q4 2019. 1,757 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Point View Wealth Management held 45,955 shares of Wells Fargo worth $1.39M as of Q4 2020.
  • Point View Wealth Management bought 4,125 Wells Fargo shares in Q4 2020, an estimated $107K.
  • Wells Fargo made up 0.56% of Point View Wealth Management's portfolio in Q4 2020, its #53 holding.
  • Point View Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Wells Fargo position peaked at $1.45M in Q4 2019.
  • 1,757 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.