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Sage Capital Advisors’s Wells Fargo WFC Stock Holding History

Sage Capital Advisors’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
2020
Q1 		– Sell
-44,183
Closed -$2.38M – 115
2019
Q4 		$2.38M Buy
44,183
+953
+2% +$49.9K 1.51% 22
2019
Q3 		$2.18M Buy
43,230
+965
+2% +$45.5K 1.64% 19
2019
Q2 		$1.94M Sell
42,265
-207
-0.5% -$9.68K 1.34% 25
2019
Q1 		$2.05M Buy
42,472
+736
+2% +$36.2K 1.32% 26
2018
Q4 		$1.92M Sell
41,736
-9,273
-18% -$475K 1.45% 25
2018
Q3 		$2.68M Buy
51,009
+313
+0.6% +$17.9K 1.68% 23
2018
Q2 		$2.81M Sell
50,696
-1,007
-2% -$53.9K 1.96% 19
2018
Q1 		$2.71M Buy
51,703
+271
+0.5% +$16.1K 1.92% 20
2017
Q4 		$3.12M Buy
51,432
+479
+0.9% +$27.1K 2.02% 17
2017
Q3 		$2.81M Buy
50,953
+7,434
+17% +$395K 1.97% 17
2017
Q2 		$2.41M Buy
+43,519
New +$2.33M 1.77% 21

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sage Capital Advisors's WFC Position: Q1 2020 in Review

Sage Capital Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 44,183 shares — an estimated $2.38M sold.

Sage Capital Advisors first reported a position in WFC in Q2 2017 and held it in 11 quarters. The position peaked at $3.12M in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Sage Capital Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Sage Capital Advisors sold 44,183 Wells Fargo shares in Q1 2020, an estimated $2.38M.
  • Sage Capital Advisors first reported a position in Wells Fargo in Q2 2017 and held it in 11 quarters.
  • Sage Capital Advisors's Wells Fargo position peaked at $3.12M in Q4 2017.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Sage Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.