Wells Fargo & Company shares owned by Peress Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Peress Investment Advisors
from 13F filings
Historical chart of Peress Investment Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Peress Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Wells Fargo & Company by Peress Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2018-06-30 | $1.9M | 35k | 55.44 |
2018-03-31 | $1.9M | 36k | 52.42 |
2017-12-31 | $2.4M | 40k | 60.66 |
2017-09-30 | $2.5M | 46k | 55.14 |
2017-06-30 | $2.7M | 49k | 55.41 |
2017-03-31 | $3.1M | 57k | 55.66 |
2016-12-31 | $3.1M | 56k | 55.11 |
2016-09-30 | $2.5M | 56k | 44.27 |
2016-06-30 | $2.7M | 57k | 47.33 |
2016-03-31 | $2.8M | 58k | 48.35 |
2015-12-31 | $3.1M | 58k | 54.35 |
2015-09-30 | $3.0M | 58k | 51.35 |
2015-06-30 | $3.3M | 59k | 56.25 |
2015-03-31 | $3.2M | 59k | 54.40 |
2014-12-31 | $3.2M | 59k | 54.81 |
2014-09-30 | $3.1M | 59k | 51.87 |
2014-06-30 | $3.1M | 60k | 52.56 |
2014-03-31 | $2.9M | 59k | 49.75 |
2013-12-31 | $2.8M | 61k | 45.41 |
2013-09-30 | $2.6M | 62k | 41.32 |
2013-06-30 | $2.6M | 63k | 41.27 |
2013-03-31 | $2.3M | 64k | 36.99 |
2012-12-31 | $2.2M | 64k | 34.17 |
2012-09-30 | $2.2M | 65k | 34.53 |
2012-06-30 | $2.3M | 68k | 33.45 |
2012-03-31 | $2.4M | 70k | 34.14 |
2011-12-31 | $2.0M | 71k | 27.56 |
2011-09-30 | $1.7M | 70k | 24.12 |
2011-06-30 | $2.1M | 73k | 28.06 |
2011-03-31 | $2.4M | 76k | 31.71 |
More positions owned by Peress Investment Advisors
View all positions for Peress Investment Advisors