Wells Fargo & Company shares owned by Cresset Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cresset Asset Management
from 13F filings
Historical chart of Cresset Asset Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Cresset Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $26M | 646k | 40.86 |
| 2023-06-30 | $27M | 640k | 42.68 |
| 2023-03-31 | $2.9M | 78k | 37.38 |
| 2022-12-31 | $1.6M | 79k | 20.64 |
| 2022-09-30 | $3.9M | 97k | 40.23 |
| 2022-06-30 | $3.2M | 84k | 38.26 |
| 2022-03-31 | $2.8M | 57k | 48.48 |
| 2021-12-31 | $2.9M | 60k | 47.98 |
| 2021-09-30 | $2.4M | 51k | 46.39 |
| 2021-06-30 | $1.8M | 39k | 45.26 |
| 2021-03-31 | $1.5M | 39k | 39.08 |
| 2020-12-31 | $907k | 30k | 30.18 |
| 2020-09-30 | $1.0M | 43k | 23.53 |
| 2020-06-30 | $1.1M | 44k | 25.59 |
| 2020-03-31 | $1.5M | 51k | 28.69 |
| 2019-12-31 | $2.7M | 50k | 53.80 |
| 2019-09-30 | $2.3M | 46k | 50.45 |
| 2019-06-30 | $1.8M | 38k | 47.32 |
| 2019-03-31 | $1.2M | 25k | 48.31 |
| 2018-12-31 | $713k | 16k | 46.10 |