Wells Fargo & Company shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.4M | 109k | 40.86 |
| 2023-06-30 | $4.6M | 108k | 42.68 |
| 2023-03-31 | $3.7M | 100k | 37.38 |
| 2022-12-31 | $1.4M | 35k | 41.30 |
| 2022-09-30 | $1.3M | 33k | 40.22 |
| 2022-06-30 | $1.3M | 34k | 39.18 |
| 2022-03-31 | $1.6M | 32k | 48.45 |
| 2021-12-31 | $1.5M | 32k | 47.96 |
| 2021-09-30 | $1.7M | 36k | 46.41 |
| 2021-06-30 | $1.3M | 28k | 45.28 |
| 2021-03-31 | $1.0M | 26k | 39.06 |
| 2020-12-31 | $1.1M | 38k | 30.18 |
| 2020-09-30 | $601k | 26k | 23.53 |
| 2020-06-30 | $698k | 27k | 25.61 |
| 2019-12-31 | $423k | 7.9k | 53.81 |
| 2019-09-30 | $422k | 8.4k | 50.47 |
| 2019-06-30 | $661k | 14k | 46.13 |
| 2019-03-31 | $473k | 9.8k | 48.36 |
| 2018-12-31 | $341k | 7.4k | 46.04 |
| 2018-09-30 | $299k | 5.7k | 52.33 |
| 2018-06-30 | $333k | 5.9k | 56.38 |
| 2018-03-31 | $303k | 5.9k | 51.42 |
| 2017-12-31 | $318k | 5.1k | 61.98 |
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