Cravens & Co Advisors’s Wells Fargo WFC Stock Holding History

Cravens & Co 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 Q3	–	Sell	-4,125	Closed	-$245K	–	69
2024 Q2	$245K	Hold	4,125	–	–	0.18%	63
2024 Q1	$239K	Buy	+4,125	New	+$216K	0.2%	66

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Cravens & Co Advisors's WFC Position: Q3 2024 in Review

Cravens & Co Advisors sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 4,125 shares — an estimated $245K sold.

Cravens & Co Advisors first reported a position in WFC in Q1 2024 and held it in 2 quarters. The position peaked at $245K in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Cravens & Co Advisors reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
Cravens & Co Advisors sold 4,125 Wells Fargo shares in Q3 2024, an estimated $245K.
Cravens & Co Advisors first reported a position in Wells Fargo in Q1 2024 and held it in 2 quarters.
Cravens & Co Advisors's Wells Fargo position peaked at $245K in Q2 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Cravens & Co Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.