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WS Management’s Wells Fargo WFC Stock Holding History

WS 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
2016
Q4 		– Sell
-200,000
Closed -$8.86M – 80
2016
Q3 		$8.86M Sell
200,000
-800,000
-80% -$38.3M 0.34% 56
2016
Q2 		$47.3M Buy
+1,000,000
New +$48.8M 1.64% 18
2015
Q4 		– Sell
-100,000
Closed -$5.13M – 88
2015
Q3 		$5.13M Buy
+100,000
New +$5.5M 0.2% 63

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WS Management's WFC Position: Q3 2021 in Review

WS Management sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 153,573 shares — an estimated $6.96M sold.

WS Management first reported a position in WFC in Q2 2013 and held it in 33 quarters. The position peaked at $243M in Q4 2014. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • WS Management reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • WS Management sold 153,573 Wells Fargo shares in Q3 2021, an estimated $6.96M.
  • WS Management first reported a position in Wells Fargo in Q2 2013 and held it in 33 quarters.
  • WS Management's Wells Fargo position peaked at $243M in Q4 2014.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on WS Management's 13F filing for Q3 2021, filed 12 Nov 2021.