Wells Fargo & Company shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 18k | 57.96 |
| 2023-12-31 | $4.2M | 85k | 49.22 |
| 2023-09-30 | $12M | 296k | 40.86 |
| 2023-06-30 | $1.3M | 31k | 42.68 |
| 2023-03-31 | $1.6M | 44k | 37.38 |
| 2022-12-31 | $903k | 22k | 41.29 |
| 2022-09-30 | $571k | 14k | 40.21 |
| 2022-06-30 | $599k | 15k | 39.15 |
| 2022-03-31 | $790k | 16k | 48.45 |
| 2021-12-31 | $714k | 15k | 47.95 |
| 2021-09-30 | $743k | 16k | 46.44 |
| 2021-06-30 | $765k | 17k | 45.29 |
| 2021-03-31 | $568k | 15k | 39.10 |
| 2020-12-31 | $543k | 18k | 30.16 |
| 2020-09-30 | $1.0M | 43k | 23.51 |
| 2020-06-30 | $1.3M | 50k | 25.61 |
| 2020-03-31 | $414k | 14k | 28.72 |
| 2019-12-31 | $750k | 14k | 53.81 |
More positions owned by Steel Peak Wealth Management
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