Wells Fargo & Company shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $452k | 9.8k | 46.30 |
| 2021-06-30 | $237k | 5.6k | 42.55 |
| 2021-03-31 | $100k | 3.1k | 31.91 |
| 2020-12-31 | $38k | 1.4k | 27.03 |
| 2020-09-30 | $119k | 5.1k | 23.50 |
| 2020-06-30 | $31k | 1.2k | 25.24 |
| 2020-03-31 | $0 | 2.7k | 0.00 |
| 2019-12-31 | $504k | 9.4k | 53.73 |
| 2019-09-30 | $456k | 9.1k | 50.14 |
| 2019-06-30 | $354k | 7.8k | 45.45 |
| 2019-03-31 | $350k | 8.7k | 40.40 |
| 2018-12-31 | $416k | 9.1k | 45.74 |
| 2018-09-30 | $379k | 7.2k | 52.65 |
| 2018-06-30 | $386k | 7.1k | 54.47 |
| 2018-03-31 | $341k | 6.5k | 52.29 |
| 2017-12-31 | $255k | 4.2k | 60.60 |