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Wells Fargo & Company shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 54k 56.49
2024-06-30 $3.3M 55k 59.39
2024-03-31 $2.9M 49k 57.96
2023-12-31 $1.8M 37k 49.22
2023-09-30 $657k 16k 40.86
2023-06-30 $674k 16k 42.68
2023-03-31 $561k 15k 37.38
2022-12-31 $416k 10k 41.29
2022-09-30 $425k 11k 40.20
2022-06-30 $622k 15k 40.40
2022-03-31 $706k 15k 47.98
2021-12-31 $859k 15k 57.88
2021-09-30 $696k 14k 50.58
2021-06-30 $691k 14k 50.34
2021-03-31 $561k 12k 45.73
2019-06-30 $281k 5.9k 47.33
2019-03-31 $275k 5.7k 48.31
2018-12-31 $253k 5.5k 46.08
2018-09-30 $1.9M 36k 52.55
2018-06-30 $2.0M 36k 55.45
2018-03-31 $2.0M 38k 52.40
2017-12-31 $2.7M 44k 60.69
2017-09-30 $2.1M 39k 55.15
2017-06-30 $2.4M 43k 55.41
2017-03-31 $2.4M 44k 55.66
2016-12-31 $656k 12k 55.11
2016-09-30 $494k 11k 44.25
2016-06-30 $310k 6.5k 47.38
2016-03-31 $304k 6.3k 48.42
2015-12-31 $320k 5.9k 54.33
2015-09-30 $146k 2.8k 51.43
2015-06-30 $143k 2.5k 56.37
2015-03-31 $138k 2.5k 54.59
2014-12-31 $125k 2.3k 54.68
2014-09-30 $465k 9.0k 51.85
2014-06-30 $519k 9.9k 52.60
2014-03-31 $528k 11k 49.74
2013-12-31 $447k 9.9k 45.37
2013-09-30 $98k 2.4k 41.30

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Dodge & Cox
Geode Capital Management
Capital Research and Management Company - Division 3
State Farm Mutual Automobile Insurance Company
Invesco
T. Rowe Price Associates
PRIMECAP Management Company
Bank of America Corporation
Ameriprise Financial

View all funds holding Wells Fargo & Company