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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

WFC.PL holding history

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

WFC.PL overviewAll 13F holders of WFC.PLFull Q3 2022 holdings

Shares (Q3 2022)
1,716
Value
$2.07M
% of portfolio
0.6%
Quarters held
3
Since Q4 2021
Holdings of WFC.PL by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20221,716$2.07M0.6%+85+5.2%AddedHolders
Q2 20221,631$1.98M0.5%+1,631NewHolders
Q1 20220$00.0%−2,074−100.0%Sold outHolders
Q4 20212,074$3.09M0.7%+2,074NewHolders