Wells Fargo & Company shares owned by Rothschild & Co Wealth Management UK
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Rothschild & Co Wealth Management UK
from 13F filings
Historical chart of Rothschild & Co Wealth Management UK investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Rothschild & Co Wealth Management UK
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $9.4M | 229k | 40.86 |
| 2023-06-30 | $8.6M | 202k | 42.68 |
| 2023-03-31 | $6.8M | 182k | 37.38 |
| 2022-12-31 | $7.2M | 174k | 41.29 |
| 2022-09-30 | $7.0M | 173k | 40.22 |
| 2022-06-30 | $9.7M | 247k | 39.17 |
| 2022-03-31 | $356M | 7.3M | 48.46 |
| 2021-12-31 | $529M | 11M | 47.98 |
| 2021-09-30 | $512M | 11M | 46.41 |
| 2021-06-30 | $488M | 11M | 45.29 |
| 2021-03-31 | $416M | 11M | 39.07 |
| 2020-12-31 | $310M | 10M | 30.18 |
| 2020-09-30 | $242M | 10M | 23.51 |
| 2020-06-30 | $265M | 10M | 25.60 |
| 2020-03-31 | $291M | 10M | 28.70 |
| 2019-12-31 | $450M | 8.4M | 53.80 |
| 2019-09-30 | $423M | 8.4M | 50.44 |
| 2019-06-30 | $398M | 8.4M | 47.32 |
| 2019-03-31 | $329M | 6.8M | 48.32 |
| 2018-12-31 | $314M | 6.8M | 46.08 |
| 2018-09-30 | $344M | 6.5M | 52.56 |
| 2018-06-30 | $364M | 6.6M | 55.44 |
| 2018-03-31 | $283M | 5.4M | 52.41 |
| 2017-12-31 | $310M | 5.1M | 60.67 |
| 2017-09-30 | $281M | 5.1M | 55.15 |
| 2017-06-30 | $268M | 4.8M | 55.41 |
| 2017-03-31 | $256M | 4.6M | 55.66 |
| 2016-12-31 | $249M | 4.5M | 55.11 |
| 2016-09-30 | $196M | 4.4M | 44.28 |
| 2016-06-30 | $207M | 4.4M | 47.33 |
| 2016-03-31 | $213M | 4.4M | 48.36 |
| 2015-12-31 | $192M | 3.5M | 54.36 |
| 2015-09-30 | $166M | 3.2M | 51.35 |
| 2015-06-30 | $177M | 3.1M | 56.24 |
| 2015-03-31 | $166M | 3.1M | 54.40 |
| 2014-12-31 | $160M | 2.9M | 54.82 |
| 2014-09-30 | $143M | 2.8M | 51.87 |
| 2014-06-30 | $140M | 2.7M | 52.56 |
| 2014-03-31 | $120M | 2.4M | 49.74 |
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