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Meitav Investment House’s Wells Fargo WFC Stock Holding History

Meitav Investment House’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
-53,651
Closed -$2.65M – 357
2023
Q4 		$2.65M Sell
53,651
-1,941
-3% -$83.8K 0.04% 137
2023
Q3 		$2.27M Buy
55,592
+6,393
+13% +$276K 0.04% 151
2023
Q2 		$2.05M Sell
49,199
-313
-0.6% -$12.6K 0.03% 174
2023
Q1 		$1.89M Sell
49,512
-7,342
-13% -$320K 0.03% 183
2022
Q4 		$2.34M Sell
56,854
-928
-2% -$41.1K 0.04% 177
2022
Q3 		$2.35M Sell
57,782
-1,011
-2% -$43.4K 0.04% 180
2022
Q2 		$2.32M Sell
58,793
-2,000
-3% -$87.8K 0.04% 180
2022
Q1 		$3M Buy
60,793
+2,683
+5% +$144K 0.04% 189
2021
Q4 		$2.81M Buy
58,110
+23,160
+66% +$1.14M 0.05% 190
2021
Q3 		$1.63M Sell
34,950
-1,100
-3% -$50.9K 0.03% 217
2021
Q2 		$1.62M Buy
36,050
+1,250
+4% +$55.8K 0.04% 194
2021
Q1 		$1.37K Sell
34,800
-7,190
-17% -$255K 0.04% 190
2020
Q4 		$1.25M Buy
41,990
+13,485
+47% +$349K 0.05% 157
2020
Q3 		$666K Sell
28,505
-13,000
-31% -$320K 0.03% 213
2020
Q2 		$1.06M Buy
41,505
+31,208
+303% +$854K 0.06% 156
2020
Q1 		$305K Buy
10,297
+2,859
+38% +$122K 0.02% 285
2019
Q4 		$400K Sell
7,438
-7,420
-50% -$389K 0.03% 263
2019
Q3 		$732K Buy
14,858
+8,651
+139% +$408K 0.05% 196
2019
Q2 		$294K Sell
6,207
-1,190
-16% -$55.7K 0.02% 335
2019
Q1 		$357K Buy
7,397
+897
+14% +$44.1K 0.02% 288
2018
Q4 		$298K Sell
6,500
-280
-4% -$14.3K 0.02% 257
2018
Q3 		$361K Buy
6,780
+3,440
+103% +$196K 0.02% 373
2018
Q2 		$203K Sell
3,340
-5,116
-61% -$274K 0.01% 406
2018
Q1 		$438K Buy
8,456
+866
+11% +$51.4K 0.02% 264
2017
Q4 		$461K Buy
+7,590
New +$429K 0.03% 161

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

Meitav Investment House's WFC Position: Q1 2024 in Review

Meitav Investment House sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 53,651 shares — an estimated $2.65M sold.

Meitav Investment House first reported a position in WFC in Q4 2017 and held it in 25 quarters. The position peaked at $3M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Meitav Investment House reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 53,651 Wells Fargo shares in Q1 2024, an estimated $2.65M.
  • Meitav Investment House first reported a position in Wells Fargo in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's Wells Fargo position peaked at $3M in Q1 2022.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.