Rhenman & Partners Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,272
| Closed | -$135K | – | 92 |
|
|
2020
Q2 | $135K | Buy |
+5,272
| New | +$135K | 0.01% | 93 |
|
|
2020
Q1 | – | Sell |
-5,272
| Closed | -$284K | – | 95 |
|
|
2019
Q4 | $284K | Hold |
5,272
| – | – | 0.03% | 87 |
|
|
2019
Q3 | $266K | Hold |
5,272
| – | – | 0.03% | 89 |
|
|
2019
Q2 | $249K | Sell |
5,272
-586
| -10% | -$27.7K | 0.03% | 86 |
|
|
2019
Q1 | $283K | Hold |
5,858
| – | – | 0.03% | 87 |
|
|
2018
Q4 | $270K | Hold |
5,858
| – | – | 0.03% | 82 |
|
|
2018
Q3 | $308K | Hold |
5,858
| – | – | 0.03% | 84 |
|
|
2018
Q2 | $325K | Hold |
5,858
| – | – | 0.03% | 85 |
|
|
2018
Q1 | $307K | Sell |
5,858
-1,777
| -23% | -$93.1K | 0.04% | 91 |
|
|
2017
Q4 | $463K | Sell |
7,635
-1,018
| -12% | -$61.7K | 0.06% | 86 |
|
|
2017
Q3 | $477K | Buy |
8,653
+1,348
| +18% | +$74.3K | 0.06% | 85 |
|
|
2017
Q2 | $405K | Hold |
7,305
| – | – | 0.06% | 92 |
|
|
2017
Q1 | $407K | Buy |
7,305
+1,187
| +19% | +$66.1K | 0.06% | 90 |
|
|
2016
Q4 | $337K | Buy |
6,118
+1,596
| +35% | +$87.9K | 0.06% | 92 |
|
|
2016
Q3 | $200K | Buy |
+4,522
| New | +$200K | 0.03% | 97 |
|