Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
WFC holding history
Wells Fargo & Company in every 13F filed by Connectus Wealth, 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 Q1 2024 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −12,226−100.0% | Sold out | Holders |
| Q4 2023 | 12,226 | $602.0K | <0.1% | +679+5.9% | Added | Holders |
| Q3 2023 | 11,547 | $472.0K | <0.1% | +51+0.4% | Added | Holders |
| Q2 2023 | 11,496 | $490.8K | <0.1% | +131+1.2% | Added | Holders |
| Q1 2023 | 11,365 | $425.1K | <0.1% | −57,657−83.5% | Reduced | Holders |
| Q4 2022 | 69,022 | $2.85M | 0.1% | +1,070+1.6% | Added | Holders |
| Q3 2022 | 67,952 | $2.74M | 0.1% | −191−0.3% | Reduced | Holders |
| Q2 2022 | 68,143 | $2.67M | 0.1% | −7,290−9.7% | Reduced | Holders |
| Q1 2022 | 75,433 | $3.62M | 0.1% | −5,338−6.6% | Reduced | Holders |
| Q4 2021 | 80,771 | $3.88M | 0.2% | +80,771 | New | Holders |