Wells Fargo & Company shares owned by Roosevelt Investment Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Roosevelt Investment Group
from 13F filings
Historical chart of Roosevelt Investment Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Roosevelt Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $352k | 8.7k | 40.27 |
| 2022-06-30 | $287k | 7.3k | 39.22 |
| 2022-03-31 | $345k | 7.1k | 48.48 |
| 2021-12-31 | $351k | 7.3k | 47.97 |
| 2017-12-31 | $292k | 4.8k | 60.66 |
| 2017-03-31 | $234k | 4.2k | 55.61 |
| 2016-12-31 | $241k | 4.4k | 55.10 |
| 2016-09-30 | $437k | 9.9k | 44.27 |
| 2016-06-30 | $27M | 559k | 47.33 |
| 2016-03-31 | $34M | 701k | 48.36 |
| 2015-12-31 | $61M | 1.1M | 54.36 |
| 2015-09-30 | $65M | 1.3M | 51.35 |
| 2015-06-30 | $72M | 1.3M | 56.24 |
| 2015-03-31 | $140M | 2.6M | 54.40 |
| 2014-12-31 | $46M | 841k | 54.82 |
| 2014-09-30 | $75M | 1.4M | 51.87 |
| 2014-06-30 | $83M | 1.6M | 52.56 |
| 2014-03-31 | $71M | 1.4M | 49.74 |
| 2013-12-31 | $65M | 65k | 1000.00 |
| 2013-09-30 | $62M | 1.5M | 41.32 |
| 2013-06-30 | $65M | 1.6M | 41.27 |
More positions owned by Roosevelt Investment Group
View all positions for Roosevelt Investment Group