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Wells Fargo & Company shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 32k 56.49
2024-06-30 $1.7M 29k 59.39
2024-03-31 $1.5M 27k 57.96
2023-12-31 $1.1M 23k 49.22
2023-09-30 $952k 23k 40.86
2023-06-30 $1.0M 24k 42.68
2023-03-31 $986k 26k 37.38
2022-12-31 $1.1B 26M 41.29
2022-09-30 $817k 20k 40.22
2022-06-30 $858k 22k 39.17
2022-03-31 $983k 20k 48.46
2021-12-31 $985k 21k 47.98
2021-09-30 $855k 18k 46.41
2021-06-30 $877k 19k 45.29
2021-03-31 $751k 19k 39.07
2020-12-31 $396k 13k 30.18
2020-09-30 $306k 13k 23.51
2020-06-30 $473k 19k 25.60
2020-03-31 $509k 18k 28.70
2019-12-31 $1.4M 26k 53.80
2019-09-30 $1.3M 25k 50.44
2019-06-30 $1.2M 164k 7.49
2019-03-31 $438k 82k 5.34
2018-12-31 $532k 12k 46.08
2018-09-30 $762k 15k 52.56
2018-06-30 $1.9M 244k 7.72
2018-03-31 $1.3M 53k 24.55
2017-12-31 $1.4M 23k 60.68
2017-09-30 $1.2M 22k 55.13
2017-06-30 $1.1M 20k 55.41
2017-03-31 $832k 15k 55.65
2016-12-31 $840k 15k 55.10
2016-09-30 $594k 13k 44.29
2016-06-30 $962k 20k 47.35
2016-03-31 $830k 17k 48.33
2015-12-31 $603k 11k 54.36
2015-09-30 $640k 13k 51.38
2015-06-30 $879k 16k 56.25
2015-03-31 $896k 17k 54.37
2014-12-31 $914k 17k 54.81
2014-09-30 $929k 18k 51.88
2014-06-30 $921k 18k 52.56
2014-03-31 $853k 17k 49.77
2013-12-31 $835k 18k 45.40
2013-09-30 $711k 17k 41.30
2013-06-30 $597k 15k 41.30
2013-03-31 $492k 13k 37.02
2012-12-31 $490k 14k 34.17
2012-09-30 $418k 12k 34.55
2012-06-30 $351k 11k 33.43
2012-03-31 $307k 9.0k 34.11
2011-06-30 $222k 7.0k 31.71
2011-03-31 $222k 7.0k 31.71

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
PRIMECAP Management Company
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management
Millennium Management

View all funds holding Wells Fargo & Company