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Wells Fargo & Company Non-cum Perpet cnv shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Wells Fargo & Company Non-cum Perpet cnv

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company Non-cum Perpet cnv held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company Non-cum Perpet cnv by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 15 1219.33
2023-12-31 $18k 15 1195.60
2023-09-30 $17k 15 1115.00
2023-06-30 $17k 15 1152.00

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Top funds holding Wells Fargo & Company Non-cum Perpet cnv

BlackRock
Loomis, Sayles and
Stonebridge Advisors
First Trust Advisors
Victory Capital Management
Valeo Financial Advisors
Mirae Asset Global Investments
Allianz Asset Management
FMR
Morgan Stanley
Nuveen Asset Management
Bank of America Corporation
MacKay Shields
Coastwise Capital Group
Thrivent Financial for Lutherans

View all funds holding Wells Fargo & Company Non-cum Perpet cnv