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
Download as csv Download as ExcelQuarterly 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 |