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Kula Investments’s Wells Fargo WFC Stock Holding History

Kula Investments’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 		$1.34M Sell
35,725
-1,390
-4% -$60.6K 0.33% 57
2022
Q4 		$44M Buy
+37,115
New +$1.64M 12.95% 1

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

Kula Investments's WFC Position: Q1 2023 in Review

Kula Investments reduced its Wells Fargo (WFC) stake by 3.7% in Q1 2023, selling an estimated $60.6K and leaving 35,725 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #57.

Kula Investments first reported a position in WFC in Q4 2022 and has held it in 2 quarters since. The position peaked at $44M in Q4 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

  • Kula Investments held 35,725 shares of Wells Fargo worth $1.34M as of Q1 2023.
  • Kula Investments sold 1,390 Wells Fargo shares in Q1 2023, an estimated $60.6K.
  • Wells Fargo made up 0.33% of Kula Investments's portfolio in Q1 2023, its #57 holding.
  • Kula Investments first reported a position in Wells Fargo in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Wells Fargo position peaked at $44M in Q4 2022.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.