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Wells Fargo & Company shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 3.7k 56.49
2024-06-30 $217k 3.6k 59.40
2024-03-31 $211k 3.6k 57.96

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Stewart Information Services Corporation (STC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

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