A detailed history of Alera Investment Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 8,095 shares of WFC stock, worth $573,206. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,095
Previous 6,940 16.64%
Holding current value
$573,206
Previous $412,000 10.92%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$51.58 - $60.97 $59,574 - $70,420
1,155 Added 16.64%
8,095 $457,000
Q2 2024

Aug 13, 2024

BUY
$56.41 - $62.34 $391,485 - $432,639
6,940 New
6,940 $412,000
Q2 2019

Aug 07, 2019

SELL
$44.37 - $49.17 $116,071 - $128,628
-2,616 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$46.57 - $51.73 $4,936 - $5,483
106 Added 4.22%
2,616 $126,000
Q4 2018

Feb 14, 2019

BUY
$43.6 - $54.46 $109,436 - $136,694
2,510 New
2,510 $116,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $269B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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