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Vantis Investment Advisers’s Wells Fargo WFC Stock Holding History

Vantis Investment Advisers’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
2019
Q3 		– Sell
-181,800
Closed -$8.6M – 21
2019
Q2 		$8.6M Buy
+181,800
New +$8.5M 5.19% 7
2017
Q2 		– Sell
-24,800
Closed -$1.38M – 16
2017
Q1 		$1.38M Buy
+24,800
New +$1.41M 0.66% 14

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Vantis Investment Advisers's WFC Position: Q3 2019 in Review

Vantis Investment Advisers sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 181,800 shares — an estimated $8.6M sold.

Vantis Investment Advisers first reported a position in WFC in Q1 2017 and held it in 2 quarters. The position peaked at $8.6M in Q2 2019. 1,938 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Vantis Investment Advisers reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Vantis Investment Advisers sold 181,800 Wells Fargo shares in Q3 2019, an estimated $8.6M.
  • Vantis Investment Advisers first reported a position in Wells Fargo in Q1 2017 and held it in 2 quarters.
  • Vantis Investment Advisers's Wells Fargo position peaked at $8.6M in Q2 2019.
  • 1,938 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Vantis Investment Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.