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Kraematon Investment Advisors’s Wells Fargo WFC Stock Holding History

Kraematon Investment 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
2023
Q1 		– Sell
-190
Closed -$7.84K – 253
2022
Q4 		$7.84K Buy
+190
New +$8.41K 0.01% 209

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Kraematon Investment Advisors's WFC Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 190 shares — an estimated $7.84K sold.

Kraematon Investment Advisors first reported a position in WFC in Q4 2022 and held it in 1 quarter. The position peaked at $7.84K in Q4 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 190 Wells Fargo shares in Q1 2023, an estimated $7.84K.
  • Kraematon Investment Advisors first reported a position in Wells Fargo in Q4 2022 and held it in 1 quarter.
  • Kraematon Investment Advisors's Wells Fargo position peaked at $7.84K in Q4 2022.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.