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Wells Fargo & Company shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.5M 32k 48.76
2021-09-30 $1.4M 29k 46.38
2021-06-30 $1.3M 28k 45.26
2021-03-31 $1.1M 28k 39.04
2020-12-31 $864k 29k 30.18
2020-09-30 $712k 30k 23.51
2020-06-30 $909k 36k 25.58
2020-03-31 $1.1M 38k 28.70
2019-12-31 $2.5M 46k 53.78
2019-09-30 $2.1M 42k 50.42
2019-06-30 $2.0M 42k 47.31
2019-03-31 $2.3M 48k 48.30
2018-12-31 $2.5M 52k 47.64
2018-09-30 $2.9M 55k 52.55
2018-06-30 $3.1M 55k 55.44
2018-03-31 $3.2M 60k 52.41
2017-12-31 $3.7M 62k 60.65
2017-09-30 $3.6M 65k 55.38
2017-06-30 $3.6M 65k 55.41
2017-03-31 $3.5M 64k 55.65
2016-12-31 $3.5M 64k 55.10
2016-09-30 $3.0M 68k 44.28
2016-06-30 $3.3M 69k 47.32
2016-03-31 $3.2M 66k 48.35
2015-12-31 $3.2M 59k 54.35
2015-09-30 $3.0M 56k 53.11
2015-06-30 $2.7M 47k 56.25
2015-03-31 $1.4M 26k 54.40
2014-12-31 $1.0M 19k 53.02
2014-09-30 $1.9M 36k 53.57
2014-06-30 $2.1M 41k 52.57
2014-03-31 $1.9M 38k 49.75
2013-12-31 $1.6M 36k 45.38
2013-09-30 $1.5M 37k 41.31
2013-06-30 $1.6M 39k 41.27

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company