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Wells Fargo & Company shares owned by Clarfeld Financial Advisors

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

Historical chart of Clarfeld Financial Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Clarfeld Financial Advisors

Quarter filed Position value Share count Share price at filing
2018-12-31 $7.0k 155 45.16

More positions owned by Clarfeld Financial Advisors

iShares S&P 500 Index (IVV)
iShares Russell 2000 Index (IWM)
iShares MSCI EAFE Index Fund (EFA)
iShares MSCI Emerging Markets Indx (EEM)
Ishares Tr usa min vo (USMV)
J P Morgan Exchange Traded F ultra shrt (JPST)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares S&P 500 Value Index (IVE)
Ishares Inc core msci emkt (IEMG)
Spdr S&p 500 Etf (SPY)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P 500 Growth Index (IVW)
SPDR DJ Wilshire REIT (RWR)
Vanguard FTSE All-World ex-US ETF (VEU)

View all positions for Clarfeld Financial 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