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Springowl Associates’s Wells Fargo WFC Stock Holding History

Springowl Associates’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
Q2 		– Sell
-16,000
Closed -$625K – 29
2021
Q1 		$625K Sell
16,000
-6,000
-27% -$212K 3.05% 18
2020
Q4 		$664K Buy
+22,000
New +$570K 3.46% 17

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Springowl Associates's WFC Position: Q2 2021 in Review

Springowl Associates sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 16,000 shares — an estimated $625K sold.

Springowl Associates first reported a position in WFC in Q4 2020 and held it in 2 quarters. The position peaked at $664K in Q4 2020. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Springowl Associates reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
  • Springowl Associates sold 16,000 Wells Fargo shares in Q2 2021, an estimated $625K.
  • Springowl Associates first reported a position in Wells Fargo in Q4 2020 and held it in 2 quarters.
  • Springowl Associates's Wells Fargo position peaked at $664K in Q4 2020.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Springowl Associates's 13F filing for Q2 2021, filed 16 Aug 2021.