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Wasatch Advisors’s Wells Fargo WFC Stock Holding History

Wasatch Advisors’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
Q1 		– Sell
-113,344
Closed -$6.1M – 263
2019
Q4 		$6.1M Sell
113,344
-8,000
-7% -$419K 0.05% 187
2019
Q3 		$6.12M Sell
121,344
-14,924
-11% -$703K 0.06% 168
2019
Q2 		$6.45M Buy
136,268
+2,219
+2% +$104K 0.06% 161
2019
Q1 		$6.48M Sell
134,049
-1,559
-1% -$76.7K 0.07% 149
2018
Q4 		$6.25M Sell
135,608
-1,345
-1% -$68.9K 0.08% 139
2018
Q3 		$7.2M Sell
136,953
-28,931
-17% -$1.65M 0.08% 132
2018
Q2 		$9.2M Sell
165,884
-1,126
-0.7% -$60.3K 0.11% 122
2018
Q1 		$8.75M Sell
167,010
-18,000
-10% -$1.07M 0.11% 121
2017
Q4 		$11.2M Buy
185,010
+74,748
+68% +$4.22M 0.15% 112
2017
Q3 		$6.08M Buy
110,262
+16,438
+18% +$874K 0.08% 146
2017
Q2 		$5.2M Sell
93,824
-11,441
-11% -$613K 0.07% 165
2017
Q1 		$5.86M Sell
105,265
-21,063
-17% -$1.2M 0.09% 149
2016
Q4 		$6.96M Sell
126,328
-22,408
-15% -$1.13M 0.11% 145
2016
Q3 		$6.59M Sell
148,736
-1,874
-1% -$89.7K 0.1% 165
2016
Q2 		$7.13M Sell
150,610
-18,605
-11% -$907K 0.11% 164
2016
Q1 		$8.23M Sell
169,215
-15,544
-8% -$761K 0.13% 153
2015
Q4 		$10M Sell
184,759
-22,386
-11% -$1.22M 0.14% 155
2015
Q3 		$10.6M Sell
207,145
-11,702
-5% -$643K 0.14% 156
2015
Q2 		$12.3M Sell
218,847
-4,785
-2% -$267K 0.13% 171
2015
Q1 		$12.2M Sell
223,632
-35,063
-14% -$1.89M 0.13% 158
2014
Q4 		$14.2M Sell
258,695
-23,063
-8% -$1.22M 0.15% 150
2014
Q3 		$14.6M Sell
281,758
-114,895
-29% -$5.91M 0.15% 149
2014
Q2 		$20.8M Sell
396,653
-69,647
-15% -$3.5M 0.2% 137
2014
Q1 		$23.2M Sell
466,300
-73,953
-14% -$3.44M 0.22% 134
2013
Q4 		$24.5M Sell
540,253
-51,085
-9% -$2.21M 0.24% 134
2013
Q3 		$24.4M Buy
+591,338
New +$25.2M 0.25% 129

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wasatch Advisors's WFC Position: Q1 2020 in Review

Wasatch Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 113,344 shares — an estimated $6.1M sold.

Wasatch Advisors first reported a position in WFC in Q3 2013 and held it in 26 quarters. The position peaked at $24.5M in Q4 2013. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Wasatch Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Wasatch Advisors sold 113,344 Wells Fargo shares in Q1 2020, an estimated $6.1M.
  • Wasatch Advisors first reported a position in Wells Fargo in Q3 2013 and held it in 26 quarters.
  • Wasatch Advisors's Wells Fargo position peaked at $24.5M in Q4 2013.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Wasatch Advisors's 13F filing for Q1 2020, filed 8 May 2020.