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Stamos Capital Partners’s Wells Fargo WFC Stock Holding History

Stamos Capital Partners’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
-107,500
Closed -$4.87M – 47
2021
Q2 		$4.87M Sell
107,500
-26,000
-19% -$1.16M 2.57% 17
2021
Q1 		$5.22M Hold
133,500
– – 2.63% 16
2020
Q4 		$4.03M Sell
133,500
-166,500
-56% -$4.31M 1.72% 19
2020
Q3 		$7.05M Buy
300,000
+173,000
+136% +$4.26M 2.62% 9
2020
Q2 		$3.25M Buy
127,000
+42,394
+50% +$1.16M 1.86% 13
2020
Q1 		$2.43M Buy
+84,606
New +$3.6M 1.28% 30

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Stamos Capital Partners's WFC Position: Q3 2021 in Review

Stamos Capital Partners sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 107,500 shares — an estimated $4.87M sold.

Stamos Capital Partners first reported a position in WFC in Q1 2020 and held it in 6 quarters. The position peaked at $7.05M in Q3 2020. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Stamos Capital Partners reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • Stamos Capital Partners sold 107,500 Wells Fargo shares in Q3 2021, an estimated $4.87M.
  • Stamos Capital Partners first reported a position in Wells Fargo in Q1 2020 and held it in 6 quarters.
  • Stamos Capital Partners's Wells Fargo position peaked at $7.05M in Q3 2020.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Stamos Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.