Wells Fargo
SGLC icon

Wells Fargo’s SGI US Large Cap Core ETF SGLC Stock Holding History

Wells Fargo’s Portfolio SGLC Stock Details SGLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-299
Closed -$10.6K – 7179
2024
Q3 		$10.6K Buy
+299
New +$10.4K ﹤0.01% 5782

Other funds holding SGLC

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Wells Fargo's SGLC Position: Q4 2024 in Review

Wells Fargo sold out of SGI US Large Cap Core ETF (SGLC) in Q4 2024, closing a stake of 299 shares — an estimated $10.6K sold.

Wells Fargo first reported a position in SGLC in Q3 2024 and held it in 1 quarter. The position peaked at $10.6K in Q3 2024. 8 funds tracked by Wall St. Rank hold SGLC as of Q4 2024.

  • Wells Fargo reported no remaining SGI US Large Cap Core ETF position as of Q4 2024 after selling out during the quarter.
  • Wells Fargo sold 299 SGI US Large Cap Core ETF shares in Q4 2024, an estimated $10.6K.
  • Wells Fargo first reported a position in SGI US Large Cap Core ETF in Q3 2024 and held it in 1 quarter.
  • Wells Fargo's SGI US Large Cap Core ETF position peaked at $10.6K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q4 2024.

Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.