PYA Waltman Capital’s Wells Fargo WFC Stock Holding History

PYA Waltman Capital’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
2022 Q4	–	Sell	-1,765	Closed	-$71K	–	199
2022 Q3	$71K	Hold	1,765	–	–	0.04%	86
2022 Q2	$69K	Hold	1,765	–	–	0.04%	94
2022 Q1	$86K	Hold	1,765	–	–	0.04%	81
2021 Q4	$85K	Buy	+1,765	New	+$86.9K	0.04%	80
2020 Q3	–	Sell	-8,693	Closed	-$223K	–	48
2020 Q2	$223K	Buy	+8,693	New	+$238K	0.18%	31

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PYA Waltman Capital's WFC Position: Q4 2022 in Review

PYA Waltman Capital sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 1,765 shares — an estimated $71K sold.

PYA Waltman Capital first reported a position in WFC in Q2 2020 and held it in 5 quarters. The position peaked at $223K in Q2 2020. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

PYA Waltman Capital reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 1,765 Wells Fargo shares in Q4 2022, an estimated $71K.
PYA Waltman Capital first reported a position in Wells Fargo in Q2 2020 and held it in 5 quarters.
PYA Waltman Capital's Wells Fargo position peaked at $223K in Q2 2020.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.