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Wells Fargo & Company shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $483k 8.6k 56.49
2024-06-30 $507k 8.5k 59.39
2024-03-31 $503k 8.7k 57.96
2023-12-31 $462k 9.4k 49.22
2023-09-30 $371k 9.1k 40.86
2023-06-30 $450k 11k 42.68
2023-03-31 $387k 10k 37.38
2022-12-31 $427k 10k 41.29
2022-09-30 $706k 18k 40.23
2022-06-30 $901k 23k 39.16
2022-03-31 $1.1M 23k 48.45
2021-12-31 $1.1M 23k 47.99
2021-09-30 $547k 12k 46.41
2021-06-30 $352k 7.8k 45.23
2021-03-31 $304k 7.8k 39.06
2020-12-31 $235k 7.8k 30.19
2019-12-31 $278k 5.2k 53.71
2019-09-30 $251k 5.0k 50.35
2019-06-30 $202k 4.3k 47.34
2019-03-31 $211k 4.4k 48.22
2018-12-31 $446k 9.7k 46.09
2018-09-30 $618k 12k 52.54
2018-06-30 $453k 8.2k 55.43
2018-03-31 $869k 17k 52.40
2017-12-31 $2.2M 36k 60.67
2017-09-30 $1.8M 32k 55.16
2017-06-30 $240k 4.3k 55.45
2017-03-31 $277k 5.0k 55.66
2016-12-31 $239k 4.4k 54.29
2016-09-30 $595k 13k 45.12
2016-06-30 $508k 11k 47.37
2016-03-31 $397k 8.2k 48.40
2015-12-31 $679k 13k 54.38
2015-09-30 $495k 9.6k 51.38
2015-06-30 $337k 6.0k 56.17
2014-09-30 $311k 6.0k 51.92
2014-06-30 $210k 4.0k 52.50
2014-03-31 $244k 4.9k 49.80

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Freshpet (FRPT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Fort Point Capital Partners

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