Ownership history in WELLS FARGO & COMPANY/MN Β· 12 quarters on record
This page tracks every 13F SEC filing in which WELLS FARGO & COMPANY/MN reported a position in CAMBRIA ETF TR (TRTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WELLS FARGO & COMPANY/MN underperformed the S&P 500 by β11.9% annually on this TRTY position. Timing score: 100% (4/4 decisions correct). Average cost basis: $24.43. Maximum drawdown during holding period: β3.6%.
β Significantly underperformed the S&P 500 by 11.9% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $24.37 (2024 Q2) Β· Worst: $24.48 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size