Surevest, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 215 filers reported holding WELLS FARGO CO NEW in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2022$2,066,000
+4.2%
1,716
+5.2%
0.56%
+8.1%
Q2 2022$1,982,000
-35.9%
1,631
-21.4%
0.52%
-29.0%
Q4 2021$3,091,000
+43.2%
2,074
+28.9%
0.73%
-13.8%
Q3 2020$2,159,000
+4.1%
1,609
+0.7%
0.85%
-7.4%
Q2 2020$2,073,000
+13.4%
1,598
+11.4%
0.92%
-7.8%
Q1 2020$1,828,000
+91.8%
1,435
+118.4%
1.00%
+144.5%
Q4 2019$953,000
-4.6%
657
+0.2%
0.41%
-17.3%
Q3 2019$999,000
+73.4%
656
+55.5%
0.49%
+64.5%
Q2 2019$576,0004220.30%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2019
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