Wells Fargo & Company shares owned by Rothschild Investment Corp
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Rothschild Investment Corp
from 13F filings
Historical chart of Rothschild Investment Corp investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Rothschild Investment Corp consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Rothschild Investment Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.0M | 26k | 40.85 |
| 2023-06-30 | $1.2M | 28k | 42.69 |
| 2023-03-31 | $900k | 24k | 37.37 |
| 2022-12-31 | $985k | 24k | 41.31 |
| 2022-09-30 | $1.0M | 25k | 40.24 |
| 2022-06-30 | $1.3M | 34k | 39.17 |
| 2022-03-31 | $1.6M | 34k | 48.47 |
| 2021-12-31 | $1.6M | 33k | 47.98 |
| 2021-09-30 | $1.5M | 33k | 46.42 |
| 2021-06-30 | $2.1M | 47k | 45.29 |
| 2021-03-31 | $1.8M | 46k | 39.06 |
| 2020-12-31 | $1.4M | 46k | 30.18 |
| 2020-09-30 | $598k | 26k | 23.49 |
| 2020-06-30 | $728k | 28k | 25.61 |
| 2020-03-31 | $987k | 34k | 28.71 |
| 2019-12-31 | $942k | 18k | 53.79 |
| 2019-09-30 | $888k | 18k | 50.42 |
| 2019-06-30 | $847k | 18k | 47.29 |
| 2019-03-31 | $1.1M | 23k | 48.30 |
| 2018-12-31 | $719k | 16k | 46.07 |
| 2018-09-30 | $878k | 17k | 52.59 |
| 2018-06-30 | $906k | 16k | 55.44 |
| 2018-03-31 | $1.3M | 24k | 52.40 |
| 2017-12-31 | $1.6M | 26k | 60.66 |
| 2017-09-30 | $1.6M | 29k | 55.16 |
| 2017-06-30 | $1.5M | 27k | 55.42 |
| 2017-03-31 | $1.5M | 27k | 55.66 |
| 2016-12-31 | $1.5M | 27k | 55.13 |
| 2016-09-30 | $730k | 17k | 44.25 |
| 2016-06-30 | $1.3M | 27k | 47.31 |
| 2016-03-31 | $846k | 18k | 48.38 |
| 2015-12-31 | $1.3M | 24k | 54.36 |
| 2015-09-30 | $1.2M | 24k | 51.37 |
| 2015-06-30 | $1.3M | 24k | 56.22 |
| 2015-03-31 | $1.2M | 21k | 54.39 |
| 2014-12-31 | $1.2M | 22k | 54.81 |
| 2014-09-30 | $1000k | 19k | 51.88 |
| 2014-06-30 | $1.1M | 22k | 52.57 |
| 2014-03-31 | $1.1M | 22k | 49.73 |
| 2013-12-31 | $983k | 22k | 45.39 |
| 2013-09-30 | $861k | 21k | 41.34 |
| 2013-06-30 | $860k | 21k | 41.29 |
| 2013-03-31 | $770k | 21k | 36.97 |
| 2012-12-31 | $538k | 16k | 34.20 |
| 2012-09-30 | $543k | 16k | 34.52 |
| 2012-06-30 | $458k | 14k | 33.45 |
| 2012-03-31 | $467k | 14k | 34.11 |
| 2011-12-31 | $332k | 12k | 27.60 |
| 2011-09-30 | $296k | 12k | 24.14 |
| 2011-06-30 | $344k | 12k | 28.06 |
| 2011-03-31 | $389k | 12k | 31.73 |
More positions owned by Rothschild Investment Corp
View all positions for Rothschild Investment Corp