Wells Fargo’s Global X Guru Index ETF GURU Stock Holding History

Wells Fargo’s Portfolio GURU Stock Details GURU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-45	Closed	-$1.94K	–	6972
2024 Q2	$1.94K	Buy	+45	New	+$1.92K	﹤0.01%	6021
2024 Q1	–	Sell	-11	Closed	-$444	–	7592
2023 Q4	$444	Sell	11 -6,779	-100%	-$250K	﹤0.01%	6413
2023 Q3	$246K	Hold	6,790	–	–	﹤0.01%	4226
2023 Q2	$252K	Sell	6,790 -200	-3%	-$7.04K	﹤0.01%	4436
2023 Q1	$246K	Hold	6,990	–	–	﹤0.01%	4310
2022 Q4	$238K	Hold	6,990	–	–	﹤0.01%	4085
2022 Q3	$223K	Sell	6,990 -300	-4%	-$10.6K	﹤0.01%	4183
2022 Q2	$242K	Hold	7,290	–	–	﹤0.01%	4176
2022 Q1	$303K	Sell	7,290 -250	-3%	-$10.6K	﹤0.01%	4741
2021 Q4	$357K	Sell	7,540 -570	-7%	-$27.8K	﹤0.01%	4928
2021 Q3	$394K	Buy	8,110 +3,580	+79%	+$176K	﹤0.01%	4793
2021 Q2	$223K	Sell	4,530 -1,000	-18%	-$47.5K	﹤0.01%	4980
2021 Q1	$255K	Sell	5,530 -641	-10%	-$29.5K	﹤0.01%	5047
2020 Q4	$270K	Buy	6,171 +4,870	+374%	+$202K	﹤0.01%	4920
2020 Q3	$49K	Buy	1,301 +1	+0.1%	+$37	﹤0.01%	5522
2020 Q2	$44K	Hold	1,300	–	–	﹤0.01%	5522
2020 Q1	$35K	Sell	1,300 -18,701	-94%	-$624K	﹤0.01%	5457
2019 Q4	$720K	Hold	20,001	–	–	﹤0.01%	4092
2019 Q3	$665K	Sell	20,001 -500	-2%	-$16.8K	﹤0.01%	4170
2019 Q2	$684K	Hold	20,501	–	–	﹤0.01%	4164
2019 Q1	$656K	Hold	20,501	–	–	﹤0.01%	4173
2018 Q4	$566K	Sell	20,501 -162	-0.8%	-$4.85K	﹤0.01%	4253
2018 Q3	$672K	Sell	20,663 -3,575	-15%	-$115K	﹤0.01%	4241
2018 Q2	$766K	Buy	24,238 +3,237	+15%	+$99.9K	﹤0.01%	4176
2018 Q1	$627K	Hold	21,001	–	–	﹤0.01%	4233
2017 Q4	$624K	Buy	21,001 +500	+2%	+$14.4K	﹤0.01%	4234
2017 Q3	$578K	Hold	20,501	–	–	﹤0.01%	4235
2017 Q2	$551K	Hold	20,501	–	–	﹤0.01%	4158
2017 Q1	$528K	Buy	20,501 +500	+2%	+$12.7K	﹤0.01%	4199
2016 Q4	$481K	Hold	20,001	–	–	﹤0.01%	4224
2016 Q3	$470K	Hold	20,001	–	–	﹤0.01%	3981
2016 Q2	$444K	Hold	20,001	–	–	﹤0.01%	3975
2016 Q1	$441K	Sell	20,001 -1,211	-6%	-$25.4K	﹤0.01%	3939
2015 Q4	$493K	Sell	21,212 -319	-1%	-$7.59K	﹤0.01%	3929
2015 Q3	$500K	Buy	21,531 +1,212	+6%	+$30.8K	﹤0.01%	3950
2015 Q2	$535K	Sell	20,319 -211	-1%	-$5.67K	﹤0.01%	4050
2015 Q1	$539K	Hold	20,530	–	–	﹤0.01%	3896
2014 Q4	$537K	Sell	20,530 -5,514	-21%	-$143K	﹤0.01%	3908
2014 Q3	$685K	Buy	+26,044	New	+$687K	﹤0.01%	3702

Other funds holding GURU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's GURU Position: Q3 2024 in Review

Wells Fargo sold out of Global X Guru Index ETF (GURU) in Q3 2024, closing a stake of 45 shares — an estimated $1.94K sold.

Wells Fargo first reported a position in GURU in Q3 2014 and held it in 39 quarters. The position peaked at $766K in Q2 2018. 11 funds tracked by Wall St. Rank hold GURU as of Q3 2024.

Wells Fargo reported no remaining Global X Guru Index ETF position as of Q3 2024 after selling out during the quarter.
Wells Fargo sold 45 Global X Guru Index ETF shares in Q3 2024, an estimated $1.94K.
Wells Fargo first reported a position in Global X Guru Index ETF in Q3 2014 and held it in 39 quarters.
Wells Fargo's Global X Guru Index ETF position peaked at $766K in Q2 2018.
11 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2024.

Based on Wells Fargo's 13F filing for Q3 2024, filed 13 Nov 2024.