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Wells Fargo & Company shares owned by Impact Partnership Wealth

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Impact Partnership Wealth from 13F filings

Historical chart of Impact Partnership Wealth investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Impact Partnership Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $984k 17k 56.49
2024-03-31 $46k 800 57.96
2023-12-31 $39k 800 49.22
2023-09-30 $34k 825 40.88

More positions owned by Impact Partnership Wealth

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Ishares Tr Mbs Etf (MBB)

View all positions for Impact Partnership Wealth

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