Viking Fund Management’s Wells Fargo WFC Stock Holding History

Viking Fund Management’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	-76,000	Closed	-$2.18M	–	129
2020 Q1	$2.18M	Buy	76,000 +8,000	+12%	+$340K	0.96%	39
2019 Q4	$3.66M	Hold	68,000	–	–	1.03%	40
2019 Q3	$3.43M	Buy	68,000 +19,000	+39%	+$895K	0.98%	43
2019 Q2	$2.32M	Buy	49,000 +21,000	+75%	+$982K	0.62%	59
2019 Q1	$1.35M	Buy	28,000 +11,000	+65%	+$541K	0.34%	76
2018 Q4	$783K	Hold	17,000	–	–	0.22%	89
2018 Q3	$894K	Hold	17,000	–	–	0.18%	96
2018 Q2	$942K	Buy	+17,000	New	+$911K	0.18%	93
2018 Q1	–	Sell	-31,000	Closed	-$1.88M	–	136
2017 Q4	$1.88M	Sell	31,000 -21,000	-40%	-$1.19M	0.31%	72
2017 Q3	$2.87M	Sell	52,000 -4,000	-7%	-$213K	0.46%	63
2017 Q2	$3.1M	Buy	56,000 +2,000	+4%	+$107K	0.48%	62
2017 Q1	$3.01M	Buy	54,000 +3,000	+6%	+$170K	0.4%	66
2016 Q4	$2.81M	Buy	+51,000	New	+$2.56M	0.36%	63

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Viking Fund Management's WFC Position: Q2 2020 in Review

Viking Fund Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 76,000 shares — an estimated $2.18M sold.

Viking Fund Management first reported a position in WFC in Q4 2016 and held it in 13 quarters. The position peaked at $3.66M in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

Viking Fund Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
Viking Fund Management sold 76,000 Wells Fargo shares in Q2 2020, an estimated $2.18M.
Viking Fund Management first reported a position in Wells Fargo in Q4 2016 and held it in 13 quarters.
Viking Fund Management's Wells Fargo position peaked at $3.66M in Q4 2019.
1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Viking Fund Management's 13F filing for Q2 2020, filed 27 Jul 2020.