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Corient Capital Partners, LLC

SEC CIK
0001688519
Latest filing
Nov 14, 2022

WFC holding history

Wells Fargo & Company in every 13F filed by Corient Capital Partners, LLC, 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 Q3 2022 holdings

Shares (Q3 2022)
86,188
Value
$3.38M
% of portfolio
0.3%
Quarters held
7
Since Q1 2021
Holdings of WFC by Corient Capital Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202286,188$3.38M0.3%00.0%UnchangedHolders
Q2 202286,188$3.38M0.3%+7,317+9.3%AddedHolders
Q1 202278,871$3.82M0.3%+2,931+3.9%AddedHolders
Q4 202175,940$3.64M0.2%+1,714+2.3%AddedHolders
Q3 202174,226$3.44M0.3%+6,205+9.1%AddedHolders
Q2 202168,021$3.08M0.2%+4,517+7.1%AddedHolders
Q1 202163,504$2.48M0.2%––Holders

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