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Wells Fargo & Company shares owned by Peress Investment Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Peress Investment Advisors from 13F filings

Historical chart of Peress Investment Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Peress Investment Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $1.9M 35k 55.44
2018-03-31 $1.9M 36k 52.42
2017-12-31 $2.4M 40k 60.66
2017-09-30 $2.5M 46k 55.14
2017-06-30 $2.7M 49k 55.41
2017-03-31 $3.1M 57k 55.66
2016-12-31 $3.1M 56k 55.11
2016-09-30 $2.5M 56k 44.27
2016-06-30 $2.7M 57k 47.33
2016-03-31 $2.8M 58k 48.35
2015-12-31 $3.1M 58k 54.35
2015-09-30 $3.0M 58k 51.35
2015-06-30 $3.3M 59k 56.25
2015-03-31 $3.2M 59k 54.40
2014-12-31 $3.2M 59k 54.81
2014-09-30 $3.1M 59k 51.87
2014-06-30 $3.1M 60k 52.56
2014-03-31 $2.9M 59k 49.75
2013-12-31 $2.8M 61k 45.41
2013-09-30 $2.6M 62k 41.32
2013-06-30 $2.6M 63k 41.27
2013-03-31 $2.3M 64k 36.99
2012-12-31 $2.2M 64k 34.17
2012-09-30 $2.2M 65k 34.53
2012-06-30 $2.3M 68k 33.45
2012-03-31 $2.4M 70k 34.14
2011-12-31 $2.0M 71k 27.56
2011-09-30 $1.7M 70k 24.12
2011-06-30 $2.1M 73k 28.06
2011-03-31 $2.4M 76k 31.71