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Security Asset Management

SEC CIK
0000899211
Latest filing
May 12, 2023

WFC holding history

Wells Fargo & Company in every 13F filed by Security Asset Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q1 2023 holdings

Shares (Q1 2023)
6,600
Value
$246.7K
% of portfolio
0.1%
Quarters held
9
Since Q1 2021
Holdings of WFC by Security Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20236,600$246.7K0.1%00.0%UnchangedHolders
Q4 20226,600$272.5K0.2%00.0%UnchangedHolders
Q3 20226,600$265.0K0.2%00.0%UnchangedHolders
Q2 20226,600$259.0K0.1%00.0%UnchangedHolders
Q1 20226,600$320.0K0.1%00.0%UnchangedHolders
Q4 20216,600$317.0K0.1%00.0%UnchangedHolders
Q3 20216,600$306.0K0.1%00.0%UnchangedHolders
Q2 20216,600$299.0K0.1%00.0%UnchangedHolders
Q1 20216,600$258.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.