Amplius Wealth Advisors »

Wells Fargo & Company shares owned by Amplius Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Amplius 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 4.5k 57.96
2023-12-31 $235k 4.8k 49.22
2023-09-30 $200k 4.9k 40.86
2023-06-30 $210k 4.9k 42.68
2021-12-31 $142k 3.0k 47.68

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company