River Wealth Advisors »

Wells Fargo & Company shares owned by River Wealth Advisors

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

Historical chart of River Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $514k 13k 40.86
2023-06-30 $536k 13k 42.68
2023-03-31 $469k 13k 37.38
2022-12-31 $366k 8.9k 41.29
2022-09-30 $364k 9.0k 40.23
2022-06-30 $346k 8.8k 39.15
2022-03-31 $428k 8.8k 48.47
2021-12-31 $423k 8.8k 47.94
2021-09-30 $409k 8.8k 46.39
2021-06-30 $399k 8.8k 45.28
2021-03-31 $344k 8.8k 39.06
2020-12-31 $269k 8.9k 30.21
2020-09-30 $217k 9.2k 23.49
2020-06-30 $229k 8.9k 25.62
2020-03-31 $231k 8.1k 28.69
2019-12-31 $447k 8.3k 53.83
2019-09-30 $406k 8.0k 50.45
2019-06-30 $378k 8.0k 47.34
2019-03-31 $386k 8.0k 48.34
2018-12-31 $362k 7.9k 46.06
2018-09-30 $413k 7.9k 52.54
2018-06-30 $436k 7.9k 55.47
2018-03-31 $1.1M 21k 52.41
2017-12-31 $1.3M 22k 60.68
2017-09-30 $1.2M 22k 55.17
2017-06-30 $1.3M 23k 55.41
2017-03-31 $1.3M 24k 55.67
2016-12-31 $1.4M 25k 55.11
2016-09-30 $1.1M 26k 44.29
2016-06-30 $1.3M 28k 47.33
2016-03-31 $1.3M 26k 48.37
2015-12-31 $1.4M 25k 54.37
2015-09-30 $1.3M 25k 51.35
2015-06-30 $1.4M 25k 56.24
2015-03-31 $1.4M 26k 54.39