QUEST INVESTMENT MANAGEMENT LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 25 filers reported holding WELLS FARGO CO NEW in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
QUEST INVESTMENT MANAGEMENT LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$345,650
-3.2%
3100.0%0.05%0.0%
Q2 2023$357,120
-5.4%
310
-3.4%
0.05%
-5.8%
Q1 2023$377,576
-0.7%
3210.0%0.05%
+13.0%
Q4 2022$380,385
-1.5%
3210.0%0.05%
-4.2%
Q3 2022$386,000
-1.0%
3210.0%0.05%
+4.3%
Q2 2022$390,000
-8.2%
3210.0%0.05%
+15.0%
Q1 2022$425,000
-11.1%
3210.0%0.04%
-2.4%
Q4 2021$478,000
+0.4%
3210.0%0.04%
-6.8%
Q3 2021$476,000
-2.9%
3210.0%0.04%0.0%
Q2 2021$490,000
+7.7%
3210.0%0.04%
+4.8%
Q1 2021$455,000
-6.6%
3210.0%0.04%
-4.5%
Q4 2020$487,000
+13.0%
3210.0%0.04%
+7.3%
Q3 2020$431,000
-4.2%
321
-7.5%
0.04%
-19.6%
Q2 2020$450,000
+1.8%
3470.0%0.05%
-17.7%
Q1 2020$442,000
-12.1%
3470.0%0.06%
+6.9%
Q4 2019$503,000
-4.7%
3470.0%0.06%
-12.1%
Q3 2019$528,000
+11.6%
3470.0%0.07%
+11.9%
Q2 2019$473,000
+5.6%
3470.0%0.06%0.0%
Q1 2019$448,000
+2.3%
3470.0%0.06%
-13.2%
Q4 2018$438,000
-2.2%
3470.0%0.07%
+7.9%
Q3 2018$448,000
+2.5%
3470.0%0.06%
-3.1%
Q2 2018$437,000
-2.5%
3470.0%0.06%
-5.8%
Q1 2018$448,000
-1.5%
3470.0%0.07%
+3.0%
Q4 2017$455,000
-0.2%
3470.0%0.07%
+15.5%
Q3 2017$456,000
+0.2%
3470.0%0.06%
-3.3%
Q2 2017$455,000
+18.5%
347
+11.9%
0.06%
+13.2%
Q1 2017$384,000
+4.1%
3100.0%0.05%
+12.8%
Q4 2016$369,0003100.05%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2021
NameSharesValueWeighting ↓
STONEBRIDGE ADVISORS LLC 181,740$202,640,10050.41%
Spectrum Asset Management, Inc. 42,292$47,155,58040.26%
AEGON USA Investment Management, LLC 8,000$8,956,0006.46%
Penn Mutual Asset Management 6,000$6,690,0006.27%
JRM Investment Counsel, LLC 10,587$11,804,5055.51%
ADVENT CAPITAL MANAGEMENT /DE/ 179,122$199,989,7134.65%
PIER 88 INVESTMENT PARTNERS LLC 13,792$15,378,0803.83%
Western Asset Management Company, LLC 5,865$6,539,4752.98%
RB Capital Management, LLC 8,114$9,046,9052.82%
Phraction Management LLC 5,350$5,968,8482.82%
View complete list of WELLS FARGO CO NEW shareholders