Sovarnum Capital’s Wells Fargo WFC Stock Holding History

Sovarnum Capital’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 Q3	–	Sell	-27,500	Closed	-$1.25M	–	89
2021 Q2	$1.25M	Sell	27,500 -11,180	-29%	-$499K	0.78%	52
2021 Q1	$1.51M	Sell	38,680 -65,500	-63%	-$2.32M	1.14%	33
2020 Q4	$3.14M	Buy	+104,180	New	+$2.7M	2.2%	15
2019 Q2	–	Sell	-15,000	Closed	-$725K	–	59
2019 Q1	$725K	Buy	+15,000	New	+$738K	0.97%	25
2018 Q3	–	Sell	-4,800	Closed	-$266K	–	55
2018 Q2	$266K	Sell	4,800 -12,000	-71%	-$643K	0.33%	44
2018 Q1	$880K	Sell	16,800 -55,000	-77%	-$3.27M	0.82%	31
2017 Q4	$4.36M	Buy	+71,800	New	+$4.06M	2.94%	5

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Sovarnum Capital's WFC Position: Q3 2021 in Review

Sovarnum Capital sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 27,500 shares — an estimated $1.25M sold.

Sovarnum Capital first reported a position in WFC in Q4 2017 and held it in 7 quarters. The position peaked at $4.36M in Q4 2017. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Sovarnum Capital reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Sovarnum Capital sold 27,500 Wells Fargo shares in Q3 2021, an estimated $1.25M.
Sovarnum Capital first reported a position in Wells Fargo in Q4 2017 and held it in 7 quarters.
Sovarnum Capital's Wells Fargo position peaked at $4.36M in Q4 2017.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Sovarnum Capital's 13F filing for Q3 2021, filed 8 Nov 2021.