Wells Fargo & Company shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Private Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-12-31 | $272k | 9.0k | 30.14 |
2020-09-30 | $214k | 9.1k | 23.56 |
2020-06-30 | $386k | 15k | 25.59 |
2020-03-31 | $416k | 15k | 27.58 |
2019-12-31 | $734k | 16k | 47.40 |
2019-09-30 | $798k | 16k | 50.44 |
2019-06-30 | $977k | 21k | 47.31 |
2019-03-31 | $986k | 20k | 48.31 |
2018-12-31 | $912k | 20k | 46.09 |
2018-09-30 | $1.1M | 20k | 52.55 |
2018-06-30 | $1.1M | 20k | 55.46 |
2018-03-31 | $1.1M | 20k | 52.40 |
2017-12-31 | $1.2M | 20k | 60.69 |
2017-09-30 | $1.2M | 22k | 55.14 |
2017-06-30 | $1.2M | 22k | 55.42 |
2017-03-31 | $1.2M | 22k | 55.65 |
2016-12-31 | $1.2M | 22k | 55.12 |
2016-09-30 | $990k | 22k | 44.29 |
2016-06-30 | $1.0M | 22k | 47.35 |
2016-03-31 | $949k | 20k | 48.37 |
2015-12-31 | $1.0M | 19k | 54.36 |
2015-09-30 | $1.0M | 20k | 51.35 |
2015-06-30 | $993k | 18k | 56.21 |
2015-03-31 | $896k | 17k | 54.39 |
2014-12-31 | $896k | 16k | 54.85 |
2014-09-30 | $839k | 16k | 51.85 |
2014-06-30 | $839k | 16k | 52.55 |
2014-03-31 | $865k | 17k | 49.74 |
2013-12-31 | $774k | 17k | 45.39 |
2013-09-30 | $787k | 19k | 41.31 |
2013-06-30 | $735k | 18k | 41.26 |
2012-12-31 | $764k | 22k | 34.18 |
2012-09-30 | $775k | 23k | 33.70 |