Wells Fargo & Company shares owned by Waypoint Capital Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Waypoint Capital Advisors
from 13F filings
Historical chart of Waypoint Capital Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Waypoint Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Waypoint Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $261k | 4.6k | 56.49 |
2024-06-30 | $287k | 4.8k | 59.40 |
2024-03-31 | $257k | 4.4k | 57.96 |
2023-12-31 | $211k | 4.3k | 49.22 |
2022-03-31 | $209k | 4.3k | 48.37 |
2021-12-31 | $203k | 4.2k | 47.96 |