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Kapitalo Investimentos’s Wells Fargo WFC Stock Holding History

Kapitalo Investimentos’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
-121
Closed -$5.96K – 555
2023
Q4 		$5.96K Sell
121
-561
-82% -$24.2K ﹤0.01% 510
2023
Q3 		$27.9K Buy
682
+108
+19% +$4.66K ﹤0.01% 505
2023
Q2 		$24.5K Buy
+574
New +$23.1K ﹤0.01% 442
2023
Q1 		– Sell
-914
Closed -$37.7K – 510
2022
Q4 		$37.7K Buy
+914
New +$40.5K 0.03% 151

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

Kapitalo Investimentos's WFC Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 121 shares — an estimated $5.96K sold.

Kapitalo Investimentos first reported a position in WFC in Q4 2022 and held it in 4 quarters. The position peaked at $37.7K in Q4 2022. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 121 Wells Fargo shares in Q1 2024, an estimated $5.96K.
  • Kapitalo Investimentos first reported a position in Wells Fargo in Q4 2022 and held it in 4 quarters.
  • Kapitalo Investimentos's Wells Fargo position peaked at $37.7K in Q4 2022.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.