Quest Capital Management’s Wells Fargo WFC Stock Holding History

Quest Capital 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
2021 Q4	$844K	Buy	17,594 +1,130	+7%	+$55.6K	0.15%	97
2021 Q3	$764K	Buy	16,464 +617	+4%	+$28.6K	0.15%	91
2021 Q2	$718K	Buy	15,847 +1,364	+9%	+$60.9K	0.14%	93
2021 Q1	$566K	Buy	+14,483	New	+$513K	0.12%	104
2020 Q4	–	Sell	-13,611	Closed	-$320K	–	258
2020 Q3	$320K	Buy	13,611 +2,386	+21%	+$58.8K	0.09%	146
2020 Q2	$287K	Buy	11,225 +2,239	+25%	+$61.3K	0.09%	146
2020 Q1	$258K	Sell	8,986 -448	-5%	-$19K	0.09%	139
2019 Q4	$508K	Sell	9,434 -6,308	-40%	-$330K	0.12%	97
2019 Q3	$794K	Sell	15,742 -2,253	-13%	-$106K	0.2%	74
2019 Q2	$852K	Sell	17,995 -884	-5%	-$41.3K	0.22%	59
2019 Q1	$913K	Buy	18,879 +5,898	+45%	+$290K	0.23%	64
2018 Q4	$598K	Buy	+12,981	New	+$665K	0.17%	67

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Quest Capital Management's WFC Position: Q4 2021 in Review

Quest Capital Management increased its Wells Fargo (WFC) stake by 6.9% in Q4 2021, buying an estimated $55.6K and bringing the position to 17,594 shares worth $844K. The position accounts for 0.15% of the portfolio, ranked #97.

Quest Capital Management first reported a position in WFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $913K in Q1 2019. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Quest Capital Management held 17,594 shares of Wells Fargo worth $844K as of Q4 2021.
Quest Capital Management bought 1,130 Wells Fargo shares in Q4 2021, an estimated $55.6K.
Wells Fargo made up 0.15% of Quest Capital Management's portfolio in Q4 2021, its #97 holding.
Quest Capital Management first reported a position in Wells Fargo in Q4 2018 and has held it in 12 quarters since.
Quest Capital Management's Wells Fargo position peaked at $913K in Q1 2019.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.