Wells Fargo
LCR icon

Wells Fargo’s Leuthold Core ETF LCR Stock Holding History

Wells Fargo’s Portfolio LCR Stock Details LCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,400
Closed -$174K – 7623
2023
Q4 		$174K Buy
+5,400
New +$167K ﹤0.01% 4544

Other funds holding LCR

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MSWM
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $65.5M AUM 30.04% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wells Fargo's LCR Position: Q1 2024 in Review

Wells Fargo sold out of Leuthold Core ETF (LCR) in Q1 2024, closing a stake of 5,400 shares — an estimated $174K sold.

Wells Fargo first reported a position in LCR in Q4 2023 and held it in 1 quarter. The position peaked at $174K in Q4 2023. 15 funds tracked by Wall St. Rank hold LCR as of Q1 2024.

  • Wells Fargo reported no remaining Leuthold Core ETF position as of Q1 2024 after selling out during the quarter.
  • Wells Fargo sold 5,400 Leuthold Core ETF shares in Q1 2024, an estimated $174K.
  • Wells Fargo first reported a position in Leuthold Core ETF in Q4 2023 and held it in 1 quarter.
  • Wells Fargo's Leuthold Core ETF position peaked at $174K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q1 2024.

Based on Wells Fargo's 13F filing for Q1 2024, filed 10 May 2024.