Weld Capital Management’s Wells Fargo WFC Stock Holding History

Weld Capital 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
2021 Q2	–	Sell	-8,156	Closed	-$319K	–	395
2021 Q1	$319K	Buy	+8,156	New	+$289K	0.13%	244
2020 Q4	–	Sell	-11,968	Closed	-$281K	–	706
2020 Q3	$281K	Sell	11,968 -17,754	-60%	-$438K	0.11%	303
2020 Q2	$761K	Buy	+29,722	New	+$813K	0.3%	112
2019 Q2	–	Sell	-41,195	Closed	-$1.99M	–	944
2019 Q1	$1.99M	Buy	41,195 +21,805	+112%	+$1.07M	0.36%	51
2018 Q4	$893K	Buy	+19,390	New	+$993K	0.2%	162

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Weld Capital Management's WFC Position: Q2 2021 in Review

Weld Capital Management sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 8,156 shares — an estimated $319K sold.

Weld Capital Management first reported a position in WFC in Q4 2018 and held it in 5 quarters. The position peaked at $1.99M in Q1 2019. 1,931 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

Weld Capital Management reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 8,156 Wells Fargo shares in Q2 2021, an estimated $319K.
Weld Capital Management first reported a position in Wells Fargo in Q4 2018 and held it in 5 quarters.
Weld Capital Management's Wells Fargo position peaked at $1.99M in Q1 2019.
1,931 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.