OneDigital Investment Advisors LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 219 filers reported holding WELLS FARGO CO NEW in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$456,015
-5.3%
409
-2.2%
0.01%
-9.1%
Q2 2023$481,515
-1.6%
418
+0.5%
0.01%0.0%
Q1 2023$489,298
-0.3%
416
+0.5%
0.01%
-21.4%
Q4 2022$490,568
-1.3%
414
+0.2%
0.01%
-22.2%
Q3 2022$497,000
-1.0%
4130.0%0.02%
-18.2%
Q2 2022$502,000
-3.1%
413
+5.6%
0.02%
+10.0%
Q1 2022$518,000
-11.1%
3910.0%0.02%
-4.8%
Q4 2021$583,000
+61.9%
391
+45.9%
0.02%
-16.0%
Q3 2020$360,000
-12.0%
268
-14.9%
0.02%
-13.8%
Q2 2020$409,000
+31.9%
315
+29.6%
0.03%
+7.4%
Q1 2020$310,000
-11.9%
2430.0%0.03%
-3.6%
Q4 2019$352,000
-4.9%
2430.0%0.03%
-15.2%
Q3 2019$370,000
+24.6%
243
+11.5%
0.03%
+43.5%
Q2 2019$297,0002180.02%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 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