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Swarthmore Group’s Wells Fargo WFC Stock Holding History

Swarthmore Group’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
-17,841
Closed -$865K – 59
2022
Q1 		$865K Sell
17,841
-2,476
-12% -$133K 0.22% 54
2021
Q4 		$975K Sell
20,317
-21,752
-52% -$1.07M 0.23% 50
2021
Q3 		$1.91M Hold
42,069
– – 0.49% 41
2021
Q2 		$1.91M Buy
42,069
+803
+2% +$35.9K 0.49% 41
2021
Q1 		$1.61M Buy
+41,266
New +$1.46M 0.44% 36
2020
Q4 		– Sell
-41,266
Closed -$970K – 41
2020
Q3 		$970K Sell
41,266
-96,400
-70% -$2.38M 0.31% 36
2020
Q2 		$3.52M Buy
137,666
+126,716
+1,157% +$3.47M 1.2% 31
2020
Q1 		$314K Sell
10,950
-133,850
-92% -$5.69M 1.66% 27
2019
Q4 		$7.79M Buy
+144,800
New +$7.58M 1.81% 20

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

Swarthmore Group's WFC Position: Q2 2022 in Review

Swarthmore Group sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 17,841 shares — an estimated $865K sold.

Swarthmore Group first reported a position in WFC in Q4 2019 and held it in 9 quarters. The position peaked at $7.79M in Q4 2019. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Swarthmore Group reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Swarthmore Group sold 17,841 Wells Fargo shares in Q2 2022, an estimated $865K.
  • Swarthmore Group first reported a position in Wells Fargo in Q4 2019 and held it in 9 quarters.
  • Swarthmore Group's Wells Fargo position peaked at $7.79M in Q4 2019.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.