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Valley Brook Capital Group’s Wells Fargo WFC Stock Holding History

Valley Brook Capital 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
2021
Q2 		– Sell
-2,050
Closed -$80K – 434
2021
Q1 		$80K Hold
2,050
– – 0.07% 177
2020
Q4 		$61K Buy
+2,050
New +$53.1K 0.06% 179

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

Valley Brook Capital Group's WFC Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 2,050 shares — an estimated $80K sold.

Valley Brook Capital Group first reported a position in WFC in Q4 2020 and held it in 2 quarters. The position peaked at $80K in Q1 2021. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 2,050 Wells Fargo shares in Q2 2021, an estimated $80K.
  • Valley Brook Capital Group first reported a position in Wells Fargo in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Wells Fargo position peaked at $80K in Q1 2021.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.