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U.S. Global Investors (USGI)’s Wells Fargo WFC Stock Holding History

U.S. Global Investors (USGI)’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
Q2 		– Sell
-5,358
Closed -$154K – 195
2020
Q1 		$154K Buy
+5,358
New +$228K 0.04% 132
2014
Q2 		– Sell
-3,200
Closed -$148K – 360
2014
Q1 		$148K Buy
+3,200
New +$149K 0.02% 257
2013
Q4 		– Sell
-3,200
Closed -$132K – 370
2013
Q3 		$132K Hold
3,200
– – 0.02% 264
2013
Q2 		$132K Buy
+3,200
New +$125K 0.02% 257

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

U.S. Global Investors (USGI)'s WFC Position: Q2 2020 in Review

U.S. Global Investors (USGI) sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 5,358 shares — an estimated $154K sold.

U.S. Global Investors (USGI) first reported a position in WFC in Q2 2013 and held it in 4 quarters. The position peaked at $154K in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • U.S. Global Investors (USGI) reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 5,358 Wells Fargo shares in Q2 2020, an estimated $154K.
  • U.S. Global Investors (USGI) first reported a position in Wells Fargo in Q2 2013 and held it in 4 quarters.
  • U.S. Global Investors (USGI)'s Wells Fargo position peaked at $154K in Q1 2020.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2020, filed 14 Aug 2020.