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Bank Hapoalim BM’s Wells Fargo WFC Stock Holding History

Bank Hapoalim BM’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
2024
Q1 		– Sell
-5,115
Closed -$252K – 152
2023
Q4 		$252K Sell
5,115
-2,545
-33% -$110K 0.03% 136
2023
Q3 		$313K Sell
7,660
-1,629
-18% -$70.3K 0.05% 119
2023
Q2 		$396K Sell
9,289
-50
-0.5% -$2.01K 0.06% 135
2023
Q1 		$349K Sell
9,339
-10,015
-52% -$437K 0.05% 143
2022
Q4 		$799K Sell
19,354
-3,680
-16% -$163K 0.1% 114
2022
Q3 		$926K Buy
23,034
+123
+0.5% +$5.28K 0.12% 107
2022
Q2 		$897K Sell
22,911
-6,833
-23% -$300K 0.11% 121
2022
Q1 		$1.44M Sell
29,744
-2,434
-8% -$130K 0.15% 103
2021
Q4 		$1.54M Sell
32,178
-3,555
-10% -$175K 0.16% 106
2021
Q3 		$1.66M Sell
35,733
-765
-2% -$35.4K 0.17% 96
2021
Q2 		$1.65M Sell
36,498
-22,638
-38% -$1.01M 0.19% 96
2021
Q1 		$2.31M Buy
59,136
+37,077
+168% +$1.31M 0.29% 75
2020
Q4 		$666K Buy
+22,059
New +$571K 0.09% 125

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank Hapoalim BM's WFC Position: Q1 2024 in Review

Bank Hapoalim BM sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 5,115 shares — an estimated $252K sold.

Bank Hapoalim BM first reported a position in WFC in Q4 2020 and held it in 13 quarters. The position peaked at $2.31M in Q1 2021. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Bank Hapoalim BM reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Bank Hapoalim BM sold 5,115 Wells Fargo shares in Q1 2024, an estimated $252K.
  • Bank Hapoalim BM first reported a position in Wells Fargo in Q4 2020 and held it in 13 quarters.
  • Bank Hapoalim BM's Wells Fargo position peaked at $2.31M in Q1 2021.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Bank Hapoalim BM's 13F filing for Q1 2024, filed 1 May 2024.