Nelson Capital Management, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 62 filers reported holding WELLS FARGO CO NEW in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Nelson Capital Management, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q1 2022$212,000
-10.9%
1600.0%0.04%
-6.8%
Q4 2021$238,000
+10.7%
1600.0%0.04%
+15.8%
Q3 2020$215,000
+3.4%
1600.0%0.04%
-15.6%
Q2 2020$208,000
+2.0%
1600.0%0.04%
-18.2%
Q1 2020$204,000
-12.1%
1600.0%0.06%
+12.2%
Q4 2019$232,000
-4.9%
1600.0%0.05%
-15.5%
Q3 2019$244,000
+11.9%
1600.0%0.06%
+11.5%
Q2 2019$218,000
+5.3%
1600.0%0.05%0.0%
Q1 2019$207,000
+2.5%
1600.0%0.05%
-7.1%
Q4 2018$202,000
-2.4%
1600.0%0.06%
+16.7%
Q3 2018$207,000
+3.0%
1600.0%0.05%
-7.7%
Q2 2018$201,000
-2.4%
1600.0%0.05%
-1.9%
Q1 2018$206,000
-1.9%
1600.0%0.05%
-18.5%
Q4 2017$210,0000.0%1600.0%0.06%
-5.8%
Q3 2017$210,0000.0%1600.0%0.07%
-2.8%
Q2 2017$210,000
+6.1%
1600.0%0.07%
+6.0%
Q1 2017$198,000
-5.3%
1600.0%0.07%
-9.5%
Q3 2016$209,000
+0.5%
1600.0%0.07%
-5.1%
Q2 2016$208,0001600.08%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2020
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, LLC 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