WFC Wells Fargo COM

Ownership history in Brown Advisory LLC  ·  41 quarters on record

This page tracks every 13F SEC filing in which Brown Advisory LLC reported a position in Wells Fargo COM (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.5% (2008 Q4)
Avg. % of fund
0.85%
First filed
2000 Q1
Last filed
2010 Q1
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2010 Q1 REDUCED 114,143 -2,394 -2.1% 1.12% $3.6M $20.47
2009 Q4 REDUCED 116,537 -32,519 -21.8% 1.06% $3.1M $17.72
2009 Q3 REDUCED 149,056 -2,318 -1.5% 1.25% $4.2M $18.47
2009 Q2 ADDED 151,374 +245 +0.2% 1.25% $3.7M $15.87
2009 Q1 REDUCED 151,129 -9,888 -6.1% 0.87% $2.2M $9.30
2008 Q4 ADDED 161,017 +12,420 +8.4% 1.50% $4.7M $18.89
2008 Q3 REDUCED 148,597 -350 -0.2% 1.32% $5.6M $23.82
2008 Q2 REDUCED 148,947 -3,000 -2.0% 0.97% $4.5M $14.91
2008 Q1 ADDED 151,947 +3,200 +2.2% 0.90% $4.4M $18.09
2007 Q4 ADDED 148,747 +3,020 +2.1% 0.85% $4.5M $18.57
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WFC price (monthly, adj. close)
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