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Hamilton Capital’s Wells Fargo WFC Stock Holding History

Hamilton Capital’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
-4,225
Closed -$208K – 156
2023
Q4 		$208K Sell
4,225
-4,120
-49% -$178K 0.02% 125
2023
Q3 		$341K Buy
8,345
+37
+0.4% +$1.6K 0.03% 73
2023
Q2 		$355K Sell
8,308
-30
-0.4% -$1.21K 0.02% 69
2023
Q1 		$312K Buy
8,338
+3,251
+64% +$142K 0.02% 81
2022
Q4 		$210K Buy
+5,087
New +$225K 0.01% 133

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

Hamilton Capital's WFC Position: Q1 2024 in Review

Hamilton Capital sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 4,225 shares — an estimated $208K sold.

Hamilton Capital first reported a position in WFC in Q4 2022 and held it in 5 quarters. The position peaked at $355K in Q2 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Hamilton Capital reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Hamilton Capital sold 4,225 Wells Fargo shares in Q1 2024, an estimated $208K.
  • Hamilton Capital first reported a position in Wells Fargo in Q4 2022 and held it in 5 quarters.
  • Hamilton Capital's Wells Fargo position peaked at $355K in Q2 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Hamilton Capital's 13F filing for Q1 2024, filed 15 May 2024.