PCM
WFC icon

Punch Card Management’s Wells Fargo WFC Stock Holding History

Punch Card 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
2019
Q1 		– Sell
-96,746
Closed -$4.46M – 5
2018
Q4 		$4.46M Buy
96,746
+96,708
+254,495% +$4.95M 2.77% 3
2018
Q3 		$2K Hold
38
– – ﹤0.01% 4
2018
Q2 		$2K Buy
+38
New +$2.04K ﹤0.01% 5

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Punch Card Management's WFC Position: Q1 2019 in Review

Punch Card Management sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 96,746 shares — an estimated $4.46M sold.

Punch Card Management first reported a position in WFC in Q2 2018 and held it in 3 quarters. The position peaked at $4.46M in Q4 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • Punch Card Management reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
  • Punch Card Management sold 96,746 Wells Fargo shares in Q1 2019, an estimated $4.46M.
  • Punch Card Management first reported a position in Wells Fargo in Q2 2018 and held it in 3 quarters.
  • Punch Card Management's Wells Fargo position peaked at $4.46M in Q4 2018.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Punch Card Management's 13F filing for Q1 2019, filed 15 May 2019.