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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

Tip: Access up to 7 years of quarterly data

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
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 (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company