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Woodley Farra Manion Portfolio Management’s Wells Fargo WFC Stock Holding History

Woodley Farra Manion Portfolio 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
Q3 		– Sell
-504
Closed -$13K – 399
2020
Q2 		$13K Hold
504
– – ﹤0.01% 264
2020
Q1 		$14K Buy
504
+204
+68% +$8.67K ﹤0.01% 254
2019
Q4 		$16K Buy
+300
New +$15.7K ﹤0.01% 259
2017
Q3 		– Sell
-118,771
Closed -$6.58M – 87
2017
Q2 		$6.58M Buy
118,771
+1,721
+1% +$92.2K 0.85% 25
2017
Q1 		$6.51M Buy
117,050
+5,195
+5% +$295K 0.85% 25
2016
Q4 		$6.16M Buy
111,855
+16,050
+17% +$807K 0.84% 27
2016
Q3 		$4.24M Buy
95,805
+71,514
+294% +$3.42M 0.63% 29
2016
Q2 		$1.15M Hold
24,291
– – 0.18% 54
2016
Q1 		$1.18M Buy
24,291
+143
+0.6% +$7K 0.19% 55
2015
Q4 		$1.31M Buy
24,148
+3,750
+18% +$204K 0.23% 54
2015
Q3 		$1.05M Sell
20,398
-300
-1% -$16.5K 0.21% 51
2015
Q2 		$1.16M Sell
20,698
-5,600
-21% -$312K 0.22% 49
2015
Q1 		$1.43M Buy
26,298
+798
+3% +$43.1K 0.25% 50
2014
Q4 		$1.4M Sell
25,500
-750
-3% -$39.7K 0.25% 50
2014
Q3 		$1.36M Buy
26,250
+450
+2% +$23.1K 0.25% 49
2014
Q2 		$1.36M Hold
25,800
– – 0.25% 50
2014
Q1 		$1.28M Buy
25,800
+1,400
+6% +$65.2K 0.25% 49
2013
Q4 		$1.11M Sell
24,400
-1,405
-5% -$60.7K 0.2% 51
2013
Q3 		$1.07M Buy
25,805
+1,385
+6% +$59.1K 0.22% 49
2013
Q2 		$1.01M Buy
+24,420
New +$952K 0.22% 50

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's WFC Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 504 shares — an estimated $13K sold.

Woodley Farra Manion Portfolio Management first reported a position in WFC in Q2 2013 and held it in 20 quarters. The position peaked at $6.58M in Q2 2017. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 504 Wells Fargo shares in Q3 2020, an estimated $13K.
  • Woodley Farra Manion Portfolio Management first reported a position in Wells Fargo in Q2 2013 and held it in 20 quarters.
  • Woodley Farra Manion Portfolio Management's Wells Fargo position peaked at $6.58M in Q2 2017.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.