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Shepherd Kaplan Krochuk’s Wells Fargo WFC Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-14,500
Closed -$371K – 200
2020
Q2 		$371K Buy
+14,500
New +$397K 0.17% 107
2013
Q3 		– Sell
-4,000
Closed -$165K – 653
2013
Q2 		$165K Buy
+4,000
New +$156K 0.03% 460

Other funds holding WFC

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Shepherd Kaplan Krochuk's WFC Position: Q3 2020 in Review

Shepherd Kaplan Krochuk sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 14,500 shares — an estimated $371K sold.

Shepherd Kaplan Krochuk first reported a position in WFC in Q2 2013 and held it in 2 quarters. The position peaked at $371K in Q2 2020. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Shepherd Kaplan Krochuk reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 14,500 Wells Fargo shares in Q3 2020, an estimated $371K.
  • Shepherd Kaplan Krochuk first reported a position in Wells Fargo in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Wells Fargo position peaked at $371K in Q2 2020.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2020, filed 13 Nov 2020.