Claar Advisors’s Wells Fargo WFC Stock Holding History

Claar Advisors’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	-9,000	Closed	-$443K	–	33
2023 Q4	$443K	Hold	9,000	–	–	0.16%	29
2023 Q3	$368K	Hold	9,000	–	–	0.15%	32
2023 Q2	$384K	Hold	9,000	–	–	0.15%	31
2023 Q1	$336K	Buy	9,000 +1,200	+15%	+$52.3K	0.14%	30
2022 Q4	$322K	Hold	7,800	–	–	0.14%	30
2022 Q3	$314K	Hold	7,800	–	–	0.13%	33
2022 Q2	$306K	Sell	7,800 -260	-3%	-$11.4K	0.12%	36
2022 Q1	$391K	Sell	8,060 -1,540	-16%	-$82.4K	0.11%	40
2021 Q4	$461K	Hold	9,600	–	–	0.13%	35
2021 Q3	$446K	Hold	9,600	–	–	0.13%	37
2021 Q2	$435K	Buy	+9,600	New	+$429K	0.13%	37

Other funds holding WFC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Claar Advisors's WFC Position: Q1 2024 in Review

Claar Advisors sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 9,000 shares — an estimated $443K sold.

Claar Advisors first reported a position in WFC in Q2 2021 and held it in 11 quarters. The position peaked at $461K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Claar Advisors reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
Claar Advisors sold 9,000 Wells Fargo shares in Q1 2024, an estimated $443K.
Claar Advisors first reported a position in Wells Fargo in Q2 2021 and held it in 11 quarters.
Claar Advisors's Wells Fargo position peaked at $461K in Q4 2021.
2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Claar Advisors's 13F filing for Q1 2024, filed 15 May 2024.