LexAurum Advisors, 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
LexAurum Advisors, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$976,740
-8.4%
876
-5.4%
0.29%
-10.9%
Q2 2023$1,066,752
-2.1%
9260.0%0.32%
-11.3%
Q1 2023$1,089,208
-2.8%
926
-2.1%
0.36%
-9.7%
Q4 2022$1,120,418
-3.4%
946
-1.9%
0.40%
-10.5%
Q3 2022$1,160,000
+3.4%
964
+4.4%
0.45%
+6.7%
Q2 2022$1,122,000
-6.0%
923
+2.4%
0.42%
+8.0%
Q1 2022$1,194,000
-9.0%
901
+2.4%
0.39%
-8.9%
Q4 2021$1,312,000
+2.5%
880
+1.9%
0.43%
+13.0%
Q3 2021$1,280,000
-3.0%
8640.0%0.38%
-3.3%
Q2 2021$1,319,000
+43.8%
864
+33.5%
0.39%
+24.9%
Q1 2021$917,000
-9.1%
647
-2.7%
0.31%
-13.5%
Q4 2020$1,009,000
+13.1%
6650.0%0.36%
-1.1%
Q3 2020$892,000
-7.7%
665
-10.7%
0.37%
-30.7%
Q2 2020$966,000
+1.8%
7450.0%0.53%
-19.8%
Q1 2020$949,000
-17.0%
745
-5.6%
0.66%
+16.5%
Q4 2019$1,144,000
-4.7%
7890.0%0.56%
-20.5%
Q3 2019$1,201,000
+12.5%
789
+0.8%
0.71%
+7.9%
Q2 2019$1,068,000
+14.8%
783
+8.8%
0.66%
+7.0%
Q1 2019$930,000
+18.3%
720
+15.6%
0.62%
+1.3%
Q4 2018$786,000
-0.1%
623
+2.1%
0.61%
+10.1%
Q3 2018$787,000
+15.4%
610
+12.5%
0.55%
-8.8%
Q2 2018$682,000
+30.9%
542
+34.2%
0.60%
+37.2%
Q1 2018$521,000
+3.0%
404
+2.0%
0.44%
-7.0%
Q4 2017$506,0003960.47%
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