Tradition Asset Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$523K Sell
20,460
-71,875
-78% -$1.97M 0.15% 117
2020
Q1
$2.65M Buy
+92,335
New +$3.93M 0.89% 41

Other funds holding WFC

Tradition Asset Management's WFC Position: Q2 2020 in Review

Tradition Asset Management reduced its Wells Fargo (WFC) stake by 78% in Q2 2020, selling an estimated $1.97M and leaving 20,460 shares worth $523K. The position accounts for 0.15% of the portfolio, ranked #117.

Tradition Asset Management first reported a position in WFC in Q1 2020 and has held it in 2 quarters since. The position peaked at $2.65M in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Tradition Asset Management held 20,460 shares of Wells Fargo worth $523K as of Q2 2020.
  • Tradition Asset Management sold 71,875 Wells Fargo shares in Q2 2020, an estimated $1.97M.
  • Wells Fargo made up 0.15% of Tradition Asset Management's portfolio in Q2 2020, its #117 holding.
  • Tradition Asset Management first reported a position in Wells Fargo in Q1 2020 and has held it in 2 quarters since.
  • Tradition Asset Management's Wells Fargo position peaked at $2.65M in Q1 2020.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.