Wells Fargo & Company shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 24k | 56.49 |
| 2024-06-30 | $1.5M | 25k | 59.39 |
| 2023-12-31 | $1.1M | 22k | 49.22 |
| 2023-09-30 | $963k | 24k | 40.87 |
| 2023-06-30 | $949k | 22k | 42.70 |
| 2023-03-31 | $734k | 20k | 37.40 |
| 2022-12-31 | $872k | 21k | 41.32 |
| 2022-09-30 | $1.0M | 25k | 40.21 |
| 2022-06-30 | $917k | 23k | 39.16 |
| 2022-03-31 | $1.2M | 24k | 48.47 |
| 2021-12-31 | $1.1M | 22k | 48.00 |
| 2021-06-30 | $444k | 8.7k | 51.15 |
| 2021-03-31 | $308k | 7.9k | 39.03 |
| 2020-12-31 | $426k | 14k | 30.21 |
| 2020-09-30 | $249k | 11k | 23.50 |
| 2020-06-30 | $366k | 14k | 25.58 |
| 2020-03-31 | $327k | 11k | 28.73 |
| 2019-12-31 | $868k | 16k | 53.80 |
| 2019-09-30 | $703k | 16k | 44.45 |
| 2019-06-30 | $707k | 15k | 47.31 |
| 2019-03-31 | $674k | 14k | 48.29 |
| 2018-12-31 | $630k | 14k | 46.06 |
| 2018-09-30 | $747k | 14k | 52.57 |
| 2018-06-30 | $1.3M | 23k | 55.44 |
| 2018-03-31 | $1.2M | 23k | 52.40 |
| 2017-12-31 | $1.4M | 23k | 60.68 |
More positions owned by Lake Street Advisors Group
View all positions for Lake Street Advisors Group