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VELA Investment Management’s Wells Fargo WFC Stock Holding History

VELA Investment 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
Q3 		– Sell
-18,000
Closed -$1.07M – 182
2024
Q2 		$1.07M Buy
18,000
+8,000
+80% +$472K 0.33% 105
2024
Q1 		$580K Hold
10,000
– – 0.2% 127
2023
Q4 		$492K Buy
+10,000
New +$432K 0.19% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

VELA Investment Management's WFC Position: Q3 2024 in Review

VELA Investment Management sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 11,599 shares — an estimated $689K sold.

VELA Investment Management first reported a position in WFC in Q4 2021 and held it in 11 quarters. The position peaked at $1.14M in Q1 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • VELA Investment Management reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • VELA Investment Management sold 11,599 Wells Fargo shares in Q3 2024, an estimated $689K.
  • VELA Investment Management first reported a position in Wells Fargo in Q4 2021 and held it in 11 quarters.
  • VELA Investment Management's Wells Fargo position peaked at $1.14M in Q1 2024.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on VELA Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.