Wells Fargo
NETL icon

Wells Fargo’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Wells Fargo’s Portfolio NETL Stock Details NETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-390
Closed -$9.74K – 7642
2023
Q4 		$9.74K Buy
+390
New +$8.78K ﹤0.01% 5843

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Morgan Stanley
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JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Wells Fargo's NETL Position: Q1 2024 in Review

Wells Fargo sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q1 2024, closing a stake of 390 shares — an estimated $9.74K sold.

Wells Fargo first reported a position in NETL in Q4 2023 and held it in 1 quarter. The position peaked at $9.74K in Q4 2023. 27 funds tracked by Wall St. Rank hold NETL as of Q1 2024.

  • Wells Fargo reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Wells Fargo sold 390 Colterpoint Net Lease Real Estate ETF shares in Q1 2024, an estimated $9.74K.
  • Wells Fargo first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Wells Fargo's Colterpoint Net Lease Real Estate ETF position peaked at $9.74K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q1 2024.

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