Wisconsin Capital Management’s Wells Fargo WFC Stock Holding History

Wisconsin 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 Q1	–	Sell	-49,140	Closed	-$2.64M	–	61
2019 Q4	$2.64M	Buy	49,140 +20,200	+70%	+$1.06M	1.29%	29
2019 Q3	$1.46M	Buy	+28,940	New	+$1.36M	0.78%	42
2014 Q4	$1.88M	Buy	34,317 +14,925	+77%	+$790K	0.67%	50
2014 Q3	$1.01M	Buy	19,392 +850	+5%	+$43.7K	0.37%	70
2014 Q2	$975K	Sell	18,542 -200	-1%	-$10.1K	0.36%	69
2014 Q1	$932K	Buy	18,742 +750	+4%	+$34.9K	0.36%	68
2013 Q4	$817K	Sell	17,992 -400	-2%	-$17.3K	0.32%	67
2013 Q3	$760K	Hold	18,392	–	–	0.32%	64
2013 Q2	$759K	Buy	+18,392	New	+$717K	0.32%	60

Other funds holding WFC

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wisconsin Capital Management's WFC Position: Q1 2020 in Review

Wisconsin Capital Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 49,140 shares — an estimated $2.64M sold.

Wisconsin Capital Management first reported a position in WFC in Q2 2013 and held it in 9 quarters. The position peaked at $2.64M in Q4 2019. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Wisconsin Capital Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Wisconsin Capital Management sold 49,140 Wells Fargo shares in Q1 2020, an estimated $2.64M.
Wisconsin Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 9 quarters.
Wisconsin Capital Management's Wells Fargo position peaked at $2.64M in Q4 2019.
1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Wisconsin Capital Management's 13F filing for Q1 2020, filed 11 May 2020.