Clal Insurance’s Wells Fargo WFC Stock Holding History

Clal Insurance’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
2023 Q1	–	Sell	-10,000	Closed	-$413K	–	161
2022 Q4	$413K	Buy	+10,000	New	+$443K	0.01%	134
2020 Q4	–	Sell	-840,000	Closed	-$19.7M	–	154
2020 Q3	$19.7M	Sell	840,000 -160,000	-16%	-$3.94M	0.33%	78
2020 Q2	$25.6M	Buy	+1,000,000	New	+$27.4M	0.51%	64
2020 Q1	–	Sell	-861	Closed	-$16K	–	139
2019 Q4	$16K	Sell	861 -15,139	-95%	-$793K	0.02%	101
2019 Q3	$807K	Hold	16,000	–	–	0.02%	97
2019 Q2	$757K	Buy	+16,000	New	+$748K	0.02%	88

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Clal Insurance's WFC Position: Q1 2023 in Review

Clal Insurance sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 10,000 shares — an estimated $413K sold.

Clal Insurance first reported a position in WFC in Q2 2019 and held it in 6 quarters. The position peaked at $25.6M in Q2 2020. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Clal Insurance reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Clal Insurance sold 10,000 Wells Fargo shares in Q1 2023, an estimated $413K.
Clal Insurance first reported a position in Wells Fargo in Q2 2019 and held it in 6 quarters.
Clal Insurance's Wells Fargo position peaked at $25.6M in Q2 2020.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Clal Insurance's 13F filing for Q1 2023, filed 9 May 2023.