Sanders Morris Harris’s Wells Fargo WFC Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-4,289	Closed	-$208K	–	312
2022 Q1	$208K	Hold	4,289	–	–	0.04%	261
2021 Q4	$206K	Buy	+4,289	New	+$211K	0.04%	275
2020 Q2	–	Sell	-62,259	Closed	-$3.25M	–	222
2020 Q1	$3.25M	Sell	62,259 -300	-0.5%	-$12.8K	3.18%	6
2019 Q4	$3.35M	Hold	62,559	–	–	0.76%	29
2019 Q3	$3.04M	Sell	62,559 -20,520	-25%	-$967K	0.74%	29
2019 Q2	$2.96M	Buy	+83,079	New	+$3.89M	0.77%	27
2017 Q3	–	Sell	-3,759	Closed	-$208K	–	153
2017 Q2	$208K	Sell	3,759 -175	-4%	-$9.38K	0.08%	108
2017 Q1	$219K	Sell	3,934 -40	-1%	-$2.27K	0.08%	119
2016 Q4	$219K	Sell	3,974 -1,000	-20%	-$50.3K	0.1%	100
2016 Q3	$228K	Sell	4,974 -1,301	-21%	-$62.3K	0.07%	130
2016 Q2	$296K	Sell	6,275 -8,063	-56%	-$393K	0.07%	184
2016 Q1	$685K	Buy	+14,338	New	+$702K	0.12%	160

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Sanders Morris Harris's WFC Position: Q2 2022 in Review

Sanders Morris Harris sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 4,289 shares — an estimated $208K sold.

Sanders Morris Harris first reported a position in WFC in Q1 2016 and held it in 12 quarters. The position peaked at $3.35M in Q4 2019. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Sanders Morris Harris reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Sanders Morris Harris sold 4,289 Wells Fargo shares in Q2 2022, an estimated $208K.
Sanders Morris Harris first reported a position in Wells Fargo in Q1 2016 and held it in 12 quarters.
Sanders Morris Harris's Wells Fargo position peaked at $3.35M in Q4 2019.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Sanders Morris Harris's 13F filing for Q2 2022, filed 11 Jul 2022.