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Wells Fargo & Company shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 417k 49.22
2023-09-30 $18M 439k 40.86
2023-06-30 $6.3M 148k 42.68
2023-03-31 $6.1M 163k 37.38
2022-12-31 $6.4M 154k 41.29
2022-09-30 $5.1M 126k 40.16
2022-06-30 $5.3M 135k 39.20
2022-03-31 $9.2M 190k 48.46
2021-12-31 $4.0M 83k 47.98
2021-09-30 $4.4M 94k 46.41
2021-06-30 $3.1M 69k 45.29
2021-03-31 $755k 19k 39.03
2020-12-31 $940k 31k 30.14
2020-09-30 $843k 36k 23.52
2020-06-30 $904k 35k 25.68
2020-03-31 $570k 20k 28.49
2019-12-31 $668k 13k 53.65
2019-09-30 $372k 7.4k 50.43
2019-06-30 $584k 12k 47.35
2019-03-31 $761k 16k 48.33
2018-12-31 $722k 16k 45.89