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User

Ole Andreas Halvorsen

Viking Global Investors

Ole Andreas Halvorsen Wells Fargo & Company stake

total: 670

Viking Global Investors WFC trades

Total transactions:
5
New positions:
1
Sold out:
1
Added:
2
Reduced:
1
Held since:
2017 Q2
Held for:
4 quarters
Latest activity:
2018 Q2
According to 2026 Q2 report, Ole Andreas Halvorsen doesn't hold any Wells Fargo & Company (WFC) shares. To date, the estimated cost basis is nearly $55.22 for "buy" trades and estimated average "sell" price is $53.64. Viking Global Investors first purchased WFC in 2017 Q2, initially acquiring about 12.30M shares. Since the initial investment in Wells Fargo & Company (WFC), Viking Global Investors has made 4 more transactions.

When did Ole Andreas Halvorsen sell Wells Fargo & Company (WFC)?

Ole Andreas Halvorsen sold off the entire Wells Fargo & Company (WFC) position in 2018 Q2.

When did Ole Andreas Halvorsen buy Wells Fargo & Company (WFC)?

Ole Andreas Halvorsen first invested in Wells Fargo & Company (WFC) in 2017 Q2 at the reported quarter-end price of $55.41 per share.

What's the cost basis of Viking Global Investors's WFC stake?

The estimated cost basis for Wells Fargo & Company (WFC) stake is around $55.22 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$55.22
Weighted AVG sell price:
$53.64

Ole Andreas Halvorsen's historical trades in Wells Fargo & Company

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2018 Q2
0.00%
$52.41
-100% (-12,833,588)
2018 Q1
4.05%
$52.41
+140.42% (+7,495,572)
2017 Q4
1.99%
$60.67
+181.26% (+3,440,121)
2017 Q3
0.68%
$55.15
-84.57% (-10,399,314)
2017 Q2
4.59%
$55.41
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.