Wells Fargo & Company shares owned by AE Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 312k | 56.49 |
| 2024-06-30 | $5.6M | 94k | 59.39 |
| 2024-03-31 | $4.7M | 81k | 57.98 |
| 2023-12-31 | $18M | 365k | 50.32 |
| 2023-09-30 | $14M | 346k | 40.86 |
| 2023-06-30 | $13M | 313k | 42.68 |
| 2023-03-31 | $15M | 400k | 37.38 |
| 2022-12-31 | $20M | 476k | 41.29 |
| 2022-09-30 | $16M | 384k | 40.22 |
| 2022-06-30 | $12M | 305k | 39.17 |
| 2022-03-31 | $14M | 296k | 48.46 |
| 2021-12-31 | $12M | 240k | 47.98 |
| 2021-09-30 | $9.8M | 212k | 46.41 |
| 2021-06-30 | $9.3M | 205k | 45.29 |
| 2021-03-31 | $8.4M | 214k | 39.07 |
| 2020-12-31 | $7.0M | 231k | 30.18 |
| 2020-09-30 | $5.4M | 229k | 23.51 |
| 2020-06-30 | $5.6M | 218k | 25.60 |
| 2020-03-31 | $2.5M | 85k | 28.70 |
| 2019-12-31 | $7.0M | 130k | 53.80 |
| 2019-09-30 | $5.6M | 111k | 50.44 |
| 2019-06-30 | $5.6M | 118k | 47.32 |
| 2019-03-31 | $1.7M | 35k | 48.33 |
| 2018-12-31 | $1.1M | 24k | 46.10 |
| 2018-09-30 | $1.3M | 25k | 52.56 |
| 2018-06-30 | $1.2M | 23k | 55.45 |
| 2018-03-31 | $2.0M | 39k | 52.40 |
| 2017-12-31 | $2.0M | 33k | 60.66 |
| 2017-09-30 | $794k | 14k | 55.12 |
| 2017-06-30 | $397k | 7.2k | 55.42 |