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Wells Fargo & Company shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by TRUE Private 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 22k 56.49
2024-06-30 $1.4M 24k 59.39
2024-03-31 $1.4M 25k 57.96
2023-12-31 $1.3M 26k 49.22
2023-09-30 $1.1M 26k 40.86
2023-06-30 $1.1M 26k 42.68
2023-03-31 $953k 26k 37.38
2022-12-31 $1.1M 26k 41.29
2022-09-30 $1.0M 26k 40.21
2022-06-30 $1.0M 26k 39.16
2022-03-31 $1.2M 26k 45.98
2021-12-31 $1.2M 26k 47.97
2021-09-30 $1.1M 24k 46.38
2021-06-30 $1.0M 23k 45.26
2021-03-31 $1.0M 26k 39.06
2020-12-31 $673k 22k 30.14
2020-09-30 $489k 21k 23.48
2020-06-30 $616k 24k 25.56
2020-03-31 $773k 27k 28.68
2019-12-31 $1.9M 35k 53.78
2019-09-30 $1.6M 31k 50.43
2019-06-30 $1.8M 38k 47.29
2019-03-31 $1.9M 40k 48.31
2018-12-31 $2.0M 43k 46.07
2018-09-30 $2.3M 44k 52.56
2018-06-30 $2.3M 42k 55.44
2018-03-31 $2.2M 42k 52.40
2017-12-31 $2.6M 43k 60.67
2017-09-30 $2.2M 39k 55.14
2017-06-30 $2.2M 40k 55.40
2017-03-31 $2.1M 39k 54.83
2016-12-31 $2.2M 40k 55.89
2016-09-30 $1.8M 40k 44.73
2016-06-30 $2.1M 45k 47.33
2016-03-31 $2.3M 47k 48.35
2015-12-31 $2.0M 36k 54.35

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private 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