Wells Fargo & Company shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 28k | 57.96 |
| 2023-12-31 | $1.4M | 28k | 49.22 |
| 2023-09-30 | $1.1M | 28k | 40.86 |
| 2023-06-30 | $1.2M | 28k | 42.68 |
| 2023-03-31 | $981k | 26k | 37.38 |
| 2022-12-31 | $1.1M | 26k | 41.29 |
| 2022-09-30 | $1.0M | 25k | 40.20 |
| 2022-06-30 | $943k | 24k | 39.16 |
| 2022-03-31 | $969k | 25k | 39.05 |
| 2021-12-31 | $1.1M | 22k | 47.99 |
| 2021-09-30 | $1.1M | 23k | 46.42 |
| 2021-06-30 | $1.0M | 22k | 45.27 |
| 2021-03-31 | $881k | 22k | 39.57 |
| 2020-12-31 | $770k | 26k | 30.19 |
| 2020-09-30 | $630k | 27k | 23.51 |
| 2020-06-30 | $661k | 26k | 25.60 |
| 2019-12-31 | $315k | 5.9k | 53.67 |