Westshore Wealth »

Wells Fargo & Company Non-cum Perpet cnv shares owned by Westshore Wealth

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

Historical chart of Westshore Wealth 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 Westshore Wealth 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 Non-cum Perpet cnv by Westshore Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $346k 291 1188.97
2024-03-31 $355k 291 1219.35
2023-12-31 $348k 291 1195.62
2023-09-30 $329k 295 1115.00
2023-06-30 $353k 306 1152.00
2023-03-31 $320k 272 1176.25
2022-12-31 $318k 268 1185.00

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Servicenow (NOW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Westshore Wealth

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

Ing Investment Management
BlackRock
BlackRock
Advent Capital Management
State Street Corporation
First Trust Advisors
Mirae Asset Global Etfs Holdings
Valeo Financial Advisors
Victory Capital Management
Stonebridge Advisors
Invesco
Manufacturers Life Insurance Company
Allianz Asset Management
Morgan Stanley
Nuveen Asset Management

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