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Wells Fargo & Company shares owned by Alera Investment Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Alera 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 Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $412k 6.9k 59.39
2019-03-31 $126k 2.6k 48.17
2018-12-31 $116k 2.5k 46.22

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Value Etf Etf (IWD)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
Capital Research and Management Company - Division 3
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
T. Rowe Price Associates
PRIMECAP Management Company
Bank of America Corporation
Northern Trust

View all funds holding Wells Fargo & Company