WFA of San Diego, 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
WFA of San Diego, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$424,815
-8.3%
381
-5.2%
0.44%
-3.5%
Q2 2023$463,104
-33.5%
402
-31.6%
0.46%
-14.6%
Q4 2022$696,780
-2.4%
588
-0.8%
0.53%
-17.1%
Q3 2022$714,000
-2.6%
593
-1.7%
0.64%
+2.4%
Q2 2022$733,000
-13.2%
603
-5.3%
0.63%
-2.2%
Q1 2022$844,000
-9.7%
637
+1.6%
0.64%
+18.2%
Q4 2021$935,000
-1.4%
627
-2.0%
0.54%
-18.1%
Q3 2021$948,000
+1.9%
640
-2.4%
0.66%
-14.1%
Q1 2021$930,000
-38.7%
656
-6.4%
0.77%
+91.1%
Q4 2020$1,517,000
+60.4%
701
-0.6%
0.40%
-54.9%
Q3 2020$946,000
-0.6%
705
-4.0%
0.90%
+301.3%
Q2 2020$952,0007340.22%
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