Sound Income Strategies, 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
Sound Income Strategies, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q4 2022$11,850
-1.2%
100.0%0.00%0.0%
Q3 2022$12,0000.0%100.0%0.00%0.0%
Q2 2022$12,000
-36.8%
10
-28.6%
0.00%0.0%
Q1 2022$19,000
-9.5%
140.0%0.00%0.0%
Q4 2021$21,000
+10.5%
140.0%0.00%
-60.0%
Q3 2020$19,000
+5.6%
140.0%0.01%0.0%
Q2 2020$18,0000.0%140.0%0.01%
-16.7%
Q1 2020$18,000
-40.0%
14
-30.0%
0.01%
+20.0%
Q4 2019$30,000
+100.0%
20
+100.0%
0.01%0.0%
Q3 2019$15,000
+7.1%
100.0%0.01%0.0%
Q2 2019$14,000
+7.7%
100.0%0.01%
-16.7%
Q1 2019$13,0000.0%100.0%0.01%
-14.3%
Q4 2018$13,0000.0%100.0%0.01%
+16.7%
Q3 2018$13,0000.0%100.0%0.01%
-25.0%
Q2 2018$13,0000.0%100.0%0.01%
-11.1%
Q1 2018$13,0000.0%100.0%0.01%0.0%
Q4 2017$13,000100.01%
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