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HighTower Trust Services, LTA

SEC CIK
0001090413
Latest filing
Apr 21, 2023

WFC holding history

Wells Fargo & Company in every 13F filed by HighTower Trust Services, LTA, 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)
8,009
Value
$331.3K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of WFC by HighTower Trust Services, LTA, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20238,009$331.3K<0.1%−1,770−18.1%ReducedHolders
Q4 20229,779$402.1K<0.1%−918−8.6%ReducedHolders
Q3 202210,697$430.0K<0.1%−2,995−21.9%ReducedHolders
Q2 202213,692$360.0K0.1%+3,843+39.0%AddedHolders
Q1 20229,849$477.0K<0.1%−11,374−53.6%ReducedHolders
Q4 202121,223$1.02M0.1%−413−1.9%ReducedHolders
Q3 202121,636$1.00M0.1%+349+1.6%AddedHolders
Q2 202121,287$964.0K0.1%−1,207−5.4%ReducedHolders
Q1 202122,494$879.0K0.1%––Holders

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