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Wells Fargo & Company shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 83k 57.96
2023-12-31 $501k 10k 49.22
2023-09-30 $296k 7.3k 40.86
2023-06-30 $307k 7.2k 42.68

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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