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Purus Wealth Management’s Wells Fargo WFC Stock Holding History

Purus Wealth Management’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
-13,686
Closed -$674K – 129
2023
Q4 		$674K Buy
13,686
+471
+4% +$20.3K 0.39% 51
2023
Q3 		$540K Buy
13,215
+109
+0.8% +$4.71K 0.36% 56
2023
Q2 		$559K Sell
13,106
-76
-0.6% -$3.06K 0.36% 57
2023
Q1 		$493K Buy
13,182
+84
+0.6% +$3.66K 0.39% 59
2022
Q4 		$541K Buy
13,098
+84
+0.6% +$3.72K 0.49% 49
2022
Q3 		$523K Buy
13,014
+85
+0.7% +$3.65K 0.48% 50
2022
Q2 		$506K Buy
12,929
+319
+3% +$14K 0.45% 56
2022
Q1 		$611K Buy
12,610
+60
+0.5% +$3.21K 0.42% 56
2021
Q4 		$602K Buy
12,550
+2
+0% +$98 0.38% 63
2021
Q3 		$582K Buy
12,548
+55
+0.4% +$2.55K 0.4% 55
2021
Q2 		$566K Buy
12,493
+26
+0.2% +$1.16K 0.41% 54
2021
Q1 		$487K Buy
12,467
+33
+0.3% +$1.17K 0.41% 53
2020
Q4 		$375K Buy
+12,434
New +$322K 0.33% 54

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

Purus Wealth Management's WFC Position: Q1 2024 in Review

Purus Wealth Management sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 13,686 shares — an estimated $674K sold.

Purus Wealth Management first reported a position in WFC in Q4 2020 and held it in 13 quarters. The position peaked at $674K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Purus Wealth Management reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Purus Wealth Management sold 13,686 Wells Fargo shares in Q1 2024, an estimated $674K.
  • Purus Wealth Management first reported a position in Wells Fargo in Q4 2020 and held it in 13 quarters.
  • Purus Wealth Management's Wells Fargo position peaked at $674K in Q4 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Purus Wealth Management's 13F filing for Q1 2024, filed 12 Apr 2024.