Thornburg Investment Management’s Wells Fargo WFC Stock Holding History

Thornburg Investment Management’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	-21,894	Closed	-$560K	–	175
2020 Q2	$560K	Hold	21,894	–	–	0.01%	138
2020 Q1	$628K	Hold	21,894	–	–	0.01%	141
2019 Q4	$1.18M	Sell	21,894 -2,278	-9%	-$119K	0.01%	144
2019 Q3	$1.22M	Buy	24,172 +548	+2%	+$25.8K	0.01%	139
2019 Q2	$1.12M	Buy	23,624 +6,111	+35%	+$286K	0.01%	146
2019 Q1	$846K	Sell	17,513 -11,875	-40%	-$584K	0.01%	147
2018 Q4	$1.35M	Hold	29,388	–	–	0.01%	150
2018 Q3	$1.54M	Sell	29,388 -96	-0.3%	-$5.48K	0.01%	147
2018 Q2	$1.64M	Sell	29,484 -1,548	-5%	-$82.9K	0.01%	208
2018 Q1	$1.63M	Sell	31,032 -4,458	-13%	-$265K	0.01%	210
2017 Q4	$2.15M	Buy	35,490 +3,520	+11%	+$199K	0.02%	224
2017 Q3	$1.76M	Hold	31,970	–	–	0.01%	231
2017 Q2	$1.77M	Hold	31,970	–	–	0.01%	236
2017 Q1	$1.78M	Buy	31,970 +10,567	+49%	+$600K	0.01%	232
2016 Q4	$1.18M	Buy	+21,403	New	+$1.08M	0.01%	260

Other funds holding WFC

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Thornburg Investment Management's WFC Position: Q3 2020 in Review

Thornburg Investment Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 21,894 shares — an estimated $560K sold.

Thornburg Investment Management first reported a position in WFC in Q4 2016 and held it in 15 quarters. The position peaked at $2.15M in Q4 2017. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Thornburg Investment Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
Thornburg Investment Management sold 21,894 Wells Fargo shares in Q3 2020, an estimated $560K.
Thornburg Investment Management first reported a position in Wells Fargo in Q4 2016 and held it in 15 quarters.
Thornburg Investment Management's Wells Fargo position peaked at $2.15M in Q4 2017.
1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Thornburg Investment Management's 13F filing for Q3 2020, filed 5 Nov 2020.