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Whitener Capital Management’s Wells Fargo WFC Stock Holding History

Whitener 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
2020
Q2 		– Sell
-8,685
Closed -$249K – 133
2020
Q1 		$249K Sell
8,685
-2,232
-20% -$94.9K 0.16% 99
2019
Q4 		$587K Sell
10,917
-1,467
-12% -$76.8K 0.3% 77
2019
Q3 		$624K Buy
12,384
+460
+4% +$21.7K 0.34% 72
2019
Q2 		$564K Sell
11,924
-52
-0.4% -$2.43K 0.32% 73
2019
Q1 		$578K Sell
11,976
-48
-0.4% -$2.36K 0.38% 66
2018
Q4 		$554K Buy
12,024
+338
+3% +$17.3K 0.41% 63
2018
Q3 		$614K Buy
11,686
+211
+2% +$12K 0.4% 67
2018
Q2 		$636K Buy
11,475
+1,022
+10% +$54.8K 0.5% 57
2018
Q1 		$547K Sell
10,453
-289
-3% -$17.2K 0.42% 65
2017
Q4 		$651K Buy
+10,742
New +$607K 0.56% 52

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Whitener Capital Management's WFC Position: Q2 2020 in Review

Whitener Capital Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 8,685 shares — an estimated $249K sold.

Whitener Capital Management first reported a position in WFC in Q4 2017 and held it in 10 quarters. The position peaked at $651K in Q4 2017. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Whitener Capital Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Whitener Capital Management sold 8,685 Wells Fargo shares in Q2 2020, an estimated $249K.
  • Whitener Capital Management first reported a position in Wells Fargo in Q4 2017 and held it in 10 quarters.
  • Whitener Capital Management's Wells Fargo position peaked at $651K in Q4 2017.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Whitener Capital Management's 13F filing for Q2 2020, filed 17 Jul 2020.