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Polar Capital Holdings’s Wells Fargo WFC Stock Holding History

Polar Capital Holdings’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
2024
Q4 		– Sell
-222,334
Closed -$12.6M – 329
2024
Q3 		$12.6M Sell
222,334
-124,136
-36% -$7.02M 0.06% 182
2024
Q2 		$20.6M Buy
346,470
+1,995
+0.6% +$118K 0.12% 128
2024
Q1 		$20M Sell
344,475
-32,432
-9% -$1.7M 0.1% 146
2023
Q4 		$18.6M Buy
376,907
+25,186
+7% +$1.09M 0.11% 141
2023
Q3 		$14.4M Sell
351,721
-1,649
-0.5% -$71.2K 0.11% 160
2023
Q2 		$15.1M Sell
353,370
-190,377
-35% -$7.66M 0.08% 170
2023
Q1 		$20.3M Buy
543,747
+34,773
+7% +$1.52M 0.13% 139
2022
Q4 		$21M Sell
508,974
-20,399
-4% -$903K 0.17% 139
2022
Q3 		$21.3K Buy
529,373
+100,716
+23% +$4.33M 0.14% 140
2022
Q2 		$16.8K Buy
428,657
+42,523
+11% +$1.87M 0.1% 160
2022
Q1 		$18.7K Buy
386,134
+152,947
+66% +$8.19M 0.08% 173
2021
Q4 		$11.2K Sell
233,187
-374,733
-62% -$18.4M 0.04% 220
2021
Q3 		$28.2K Sell
607,920
-129,156
-18% -$5.98M 0.12% 143
2021
Q2 		$33.4K Sell
737,076
-13,501
-2% -$603K 0.15% 128
2021
Q1 		$29.3M Buy
750,577
+558,243
+290% +$19.8M 0.18% 129
2020
Q4 		$5.8M Buy
+192,334
New +$4.98M 0.04% 239

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Polar Capital Holdings's WFC Position: Q4 2024 in Review

Polar Capital Holdings sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 222,334 shares — an estimated $12.6M sold.

Polar Capital Holdings first reported a position in WFC in Q4 2020 and held it in 16 quarters. The position peaked at $29.3M in Q1 2021. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Polar Capital Holdings reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
  • Polar Capital Holdings sold 222,334 Wells Fargo shares in Q4 2024, an estimated $12.6M.
  • Polar Capital Holdings first reported a position in Wells Fargo in Q4 2020 and held it in 16 quarters.
  • Polar Capital Holdings's Wells Fargo position peaked at $29.3M in Q1 2021.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Polar Capital Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.