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Wells Fargo & Company shares owned by Cresset Asset Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cresset Asset Management from 13F filings

Historical chart of Cresset Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $45M 775k 57.96
2023-12-31 $32M 650k 49.22
2023-09-30 $26M 646k 40.86
2023-06-30 $27M 640k 42.68
2023-03-31 $2.9M 78k 37.38
2022-12-31 $1.6M 79k 20.64
2022-09-30 $3.9M 97k 40.23
2022-06-30 $3.2M 84k 38.26
2022-03-31 $2.8M 57k 48.48
2021-12-31 $2.9M 60k 47.98
2021-09-30 $2.4M 51k 46.39
2021-06-30 $1.8M 39k 45.26
2021-03-31 $1.5M 39k 39.08
2020-12-31 $907k 30k 30.18
2020-09-30 $1.0M 43k 23.53
2020-06-30 $1.1M 44k 25.59
2020-03-31 $1.5M 51k 28.69
2019-12-31 $2.7M 50k 53.80
2019-09-30 $2.3M 46k 50.45
2019-06-30 $1.8M 38k 47.32
2019-03-31 $1.2M 25k 48.31
2018-12-31 $713k 16k 46.10