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Vantage Investment Partners’s Wells Fargo WFC Stock Holding History

Vantage Investment Partners’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
Q3 		– Sell
-1,023,108
Closed -$46.3M – 81
2021
Q2 		$46.3M Hold
1,023,108
– – 2.22% 13
2021
Q1 		$40M Hold
1,023,108
– – 1.95% 12
2020
Q4 		$30.9M Sell
1,023,108
-168,054
-14% -$4.35M 1.79% 12
2020
Q3 		$28M Buy
+1,191,162
New +$29.4M 1.76% 12
2018
Q3 		– Sell
-2,616,651
Closed -$145M – 100
2018
Q2 		$145M Sell
2,616,651
-19,175
-0.7% -$1.03M 10.48% 1
2018
Q1 		$138M Sell
2,635,826
-31,336
-1% -$1.86M 11.41% 1
2017
Q4 		$162M Sell
2,667,162
-3,635,177
-58% -$205M 14.71% 2
2017
Q3 		$348M Buy
6,302,339
+494,883
+9% +$26.3M 27.06% 1
2017
Q2 		$322M Buy
5,807,456
+203,744
+4% +$10.9M 29.27% 1
2017
Q1 		$312M Buy
5,603,712
+51,123
+0.9% +$2.9M 34.68% 1
2016
Q4 		$306M Buy
5,552,589
+2,257,054
+68% +$113M 40.66% 1
2016
Q3 		$146M Buy
3,295,535
+2,152,057
+188% +$103M 18.89% 1
2016
Q2 		$54.1M Buy
1,143,478
+269,730
+31% +$13.2M 5.65% 3
2016
Q1 		$42.3M Buy
873,748
+681,648
+355% +$33.4M 5.01% 5
2015
Q4 		$10.4M Buy
+192,100
New +$10.4M 1.66% 10

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vantage Investment Partners's WFC Position: Q3 2021 in Review

Vantage Investment Partners sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 1,023,108 shares — an estimated $46.3M sold.

Vantage Investment Partners first reported a position in WFC in Q4 2015 and held it in 15 quarters. The position peaked at $348M in Q3 2017. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Vantage Investment Partners reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • Vantage Investment Partners sold 1,023,108 Wells Fargo shares in Q3 2021, an estimated $46.3M.
  • Vantage Investment Partners first reported a position in Wells Fargo in Q4 2015 and held it in 15 quarters.
  • Vantage Investment Partners's Wells Fargo position peaked at $348M in Q3 2017.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Vantage Investment Partners's 13F filing for Q3 2021, filed 13 Oct 2021.