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 222,324$264,336,56660.54%
Penn Mutual Asset Management 6,000$7,133,82015.16%
Spectrum Asset Management, Inc. 3,545$4,214,89914.92%
Ulland Investment Advisors, LLC 10,532$12,5228.70%
Western Asset Management Company, LLC 9,930$11,806,4727.26%
ADVENT CAPITAL MANAGEMENT /DE/ 175,720$212,154,9885.09%
PIER 88 INVESTMENT PARTNERS LLC 18,152$21,582,1834.84%
AEGON USA Investment Management, LLC 4,472$5,285,9044.21%
JRM Investment Counsel, LLC 8,710$10,355,5973.49%
NEW ENGLAND ASSET MANAGEMENT INC 13,275$15,783,5772.62%
View complete list of WELLS FARGO CO NEW shareholders