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Wells Fargo & Company shares owned by Envestnet Asset Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Envestnet 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $215M 3.8M 56.49
2024-06-30 $230M 3.9M 59.39
2024-03-31 $226M 3.9M 57.96
2023-09-30 $147M 3.6M 40.86
2023-06-30 $119M 2.8M 42.68
2023-03-31 $99M 2.6M 37.38
2022-12-31 $99M 2.4M 41.29
2022-09-30 $94M 2.3M 40.22
2022-06-30 $84M 2.1M 39.17
2022-03-31 $96M 2.0M 48.46
2021-12-31 $86M 1.8M 47.98
2021-09-30 $77M 1.7M 46.41
2021-06-30 $69M 1.5M 45.29
2021-03-31 $58M 1.5M 39.07
2020-12-31 $37M 1.2M 30.18
2020-09-30 $29M 1.2M 23.51
2020-06-30 $34M 1.3M 25.60
2020-03-31 $72M 2.5M 28.70
2019-12-31 $126M 2.3M 53.80
2019-09-30 $105M 2.1M 50.44
2019-06-30 $86M 1.8M 47.32
2019-03-31 $80M 1.7M 48.32
2018-12-31 $62M 1.3M 46.08
2018-09-30 $1.6M 30k 52.57
2018-06-30 $13M 242k 55.44
2018-03-31 $13M 242k 52.34
2017-12-31 $44M 726k 60.67
2017-09-30 $43M 776k 55.15
2017-06-30 $50M 905k 55.41
2017-03-31 $52M 930k 55.67
2016-12-31 $51M 926k 55.11
2016-09-30 $42M 948k 44.28
2016-06-30 $56M 1.2M 47.33
2016-03-31 $62M 1.3M 48.36
2015-12-31 $70M 1.3M 54.36
2015-09-30 $64M 1.2M 51.35
2015-06-30 $68M 1.2M 56.24
2015-03-31 $61M 1.1M 54.40
2014-12-31 $4.5M 81k 54.82
2014-09-30 $5.2M 100k 51.87
2014-06-30 $253k 4.8k 52.51
2014-03-31 $4.9M 99k 49.74
2013-12-31 $4.4M 97k 45.40
2013-09-30 $3.8M 92k 41.32
2013-06-30 $3.8M 92k 41.27

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

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