SEC 13F Intelligence

WELLS FARGO

CUSIP 949746747

Wells Fargo has 4 institutional holders in Filings Flow’s 13F database, together reporting 24.1K shares worth $624,000 as of Q1 2021. The largest reported holders are Private Asset Management Inc, Cary Street Partners Investment Advisory LLC, and Lenox Wealth Advisors, LLC.

Institutional Holders
4
Q1 2021
Reported Value
$624,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q1 ’19: 5Q1 ’19Q2 ’19: 4Q3 ’19: 5Q3 ’19Q4 ’19: 5Q1 ’20: 5Q1 ’20Q2 ’20: 2Q3 ’20: 4Q3 ’20Q4 ’20: 4Q1 ’21: 4Q1 ’21filingsflow.com
Total reported value
Q1 ’19: $580,000Q1 ’19Q2 ’19: $610,000Q3 ’19: $662,000Q3 ’19Q4 ’19: $798,000Q1 ’20: $703,000Q1 ’20Q2 ’20: $931,000Q3 ’20: $1MQ3 ’20Q4 ’20: $1MQ1 ’21: $624,000Q1 ’21filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
PRIVATE ASSET MANAGEMENT INC$426M AUM0.08%$595,00023.0KQ1 2021
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.03%$160,0006.3KQ3 2020OLDER
Lenox Wealth Advisors, LLC$798M AUM0.00%$12,000456Q1 2021
DIVIDEND ASSETS CAPITAL, LLC$501M AUM0.00%$9,000350Q1 2021
Ranch Capital Advisors Inc.$277M AUM0.01%$8,000337Q1 2021
RESOURCES MANAGEMENT CORP /CT/ /ADV$753M AUM0.00%$3,000100Q3 2020OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.