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Wells Fargo & Company shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 50k 57.40
2023-12-31 $2.1M 43k 49.22
2023-09-30 $1.4M 35k 39.69
2023-06-30 $1.2M 28k 43.56
2023-03-31 $948k 25k 37.38
2022-12-31 $860k 21k 41.36
2022-09-30 $480k 12k 40.22
2022-06-30 $204k 5.2k 39.09
2022-03-31 $250k 5.2k 48.37
2021-12-31 $252k 5.2k 48.06
2021-09-30 $241k 5.2k 46.48
2021-06-30 $388k 8.6k 45.29
2021-03-31 $853k 22k 39.06
2020-12-31 $589k 20k 30.16
2020-09-30 $390k 17k 23.48
2020-06-30 $445k 18k 25.40
2020-03-31 $374k 16k 23.04
2019-12-31 $1.1k 236 4.63
2019-09-30 $532k 11k 50.46
2019-06-30 $472k 10k 47.28
2019-03-31 $272k 5.6k 48.36
2018-12-31 $785k 17k 46.11
2018-09-30 $1.0M 20k 52.56
2018-06-30 $961k 17k 55.43
2018-03-31 $924k 18k 52.41
2017-12-31 $1.2M 21k 60.66
2017-09-30 $930k 17k 55.13
2017-06-30 $941k 17k 55.79
2017-03-31 $983k 18k 55.67
2016-12-31 $1.1M 20k 55.12
2016-09-30 $884k 20k 44.30
2016-06-30 $793k 17k 47.32
2016-03-31 $793k 16k 48.33
2015-12-31 $856k 16k 54.38

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Residential Mult (REZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Broad Usd High (USHY)

View all positions for Capital Asset Advisory Services

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Dodge & Cox
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Morgan Stanley
Ameriprise Financial
Northern Trust
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management

View all funds holding Wells Fargo & Company