Envestnet Asset Management Inc Wells Fargo & Company Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

A detailed history of Envestnet Asset Management Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Envestnet Asset Management Inc holds 4,086,291 shares of WFC stock, worth $258 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,086,291

Previous 3,801,044 7.5%

Holding current value

$258 Million

Previous $215 Million 33.74%

% of portfolio

0.1%

Previous 0.07%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$54.98 - $77.35 $15.7 Million - $22.1 Million	285,247 Added 7.5%	4,086,291 $287 Million
Q3 2024 Nov 06, 2024	SELL	$51.58 - $60.97 $3.65 Million - $4.31 Million	-70,758 Reduced 1.83%	3,801,044 $215 Million
Q2 2024 Aug 08, 2024	SELL	$56.41 - $62.34 $1.12 Million - $1.24 Million	-19,907 Reduced 0.51%	3,871,802 $230 Million
Q1 2024 May 13, 2024	BUY	$46.44 - $57.96 $3.25 Million - $4.06 Million	70,051 Added 1.83%	3,891,709 $226 Million
Q4 2023 Feb 13, 2024	BUY	$38.67 - $50.51 $8.66 Million - $11.3 Million	223,914 Added 6.22%	3,821,658 $188 Million
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $33 Million - $38.5 Million	815,986 Added 29.33%	3,597,744 $147 Million
Q2 2023 Aug 04, 2023	BUY	$36.72 - $42.68 $4.91 Million - $5.71 Million	133,748 Added 5.05%	2,781,758 $119 Million
Q1 2023 May 11, 2023	BUY	$36.23 - $48.5 $8.75 Million - $11.7 Million	241,448 Added 10.03%	2,648,010 $99 Million
Q4 2022 Feb 07, 2023	BUY	$40.23 - $47.95 $3.21 Million - $3.83 Million	79,852 Added 3.43%	2,406,562 $99.4 Million
Q3 2022 Nov 10, 2022	BUY	$1.55 - $45.53 $285,480 - $8.39 Million	184,181 Added 8.6%	2,326,710 $93.6 Million
Q2 2022 Aug 03, 2022	BUY	$37.43 - $49.33 $6.13 Million - $8.08 Million	163,847 Added 8.28%	2,142,529 $83.9 Million
Q1 2022 May 04, 2022	BUY	$45.81 - $59.06 $8.35 Million - $10.8 Million	182,363 Added 10.15%	1,978,682 $95.9 Million
Q4 2021 Feb 04, 2022	BUY	$45.31 - $52.0 $5.96 Million - $6.84 Million	131,625 Added 7.91%	1,796,319 $86.2 Million
Q3 2021 Oct 07, 2021	BUY	$42.32 - $51.15 $6.32 Million - $7.64 Million	149,380 Added 9.86%	1,664,694 $77.3 Million
Q2 2021 Aug 04, 2021	BUY	$39.48 - $47.9 $1.46 Million - $1.77 Million	36,860 Added 2.49%	1,515,314 $68.6 Million
Q1 2021 May 04, 2021	BUY	$29.7 - $40.81 $7.06 Million - $9.7 Million	237,623 Added 19.15%	1,478,454 $57.8 Million
Q4 2020 Feb 02, 2021	BUY	$21.14 - $30.35 $213,091 - $305,928	10,080 Added 0.82%	1,240,831 $37.4 Million
Q3 2020 Oct 09, 2020	SELL	$22.83 - $26.35 $2.07 Million - $2.39 Million	-90,653 Reduced 6.86%	1,230,751 $28.9 Million
Q2 2020 Jul 08, 2020	SELL	$22.53 - $33.32 $26.4 Million - $39.1 Million	-1,172,073 Reduced 47.01%	1,321,404 $33.8 Million
Q1 2020 Apr 23, 2020	BUY	$25.25 - $53.75 $3.96 Million - $8.43 Million	156,859 Added 6.71%	2,493,477 $71.6 Million
Q4 2019 Feb 11, 2020	BUY	$47.82 - $54.46 $12.3 Million - $14 Million	256,546 Added 12.33%	2,336,618 $126 Million
Q3 2019 Oct 17, 2019	BUY	$43.38 - $50.71 $11 Million - $12.9 Million	253,838 Added 13.9%	2,080,072 $105 Million
Q2 2019 Aug 02, 2019	BUY	$44.37 - $49.17 $7.56 Million - $8.38 Million	170,400 Added 10.29%	1,826,234 $86.4 Million
Q1 2019 May 10, 2019	BUY	$46.57 - $51.73 $14.3 Million - $15.9 Million	307,314 Added 22.79%	1,655,834 $80 Million
Q4 2018 Feb 13, 2019	BUY	$43.6 - $54.46 $57.5 Million - $71.8 Million	1,318,330 Added 4366.78%	1,348,520 $62.1 Million
Q3 2018 Nov 14, 2018	SELL	$52.56 - $59.19 $11.1 Million - $12.5 Million	-211,860 Reduced 87.53%	30,190 $1.59 Million
Q2 2018 Aug 10, 2018	SELL	$50.39 - $56.18 $2,317 - $2,584	-46 Reduced 0.02%	242,050 $13.4 Million
Q1 2018 May 09, 2018	SELL	$50.98 - $65.93 $24.7 Million - $31.9 Million	-484,059 Reduced 66.66%	242,096 $12.7 Million
Q4 2017 Feb 20, 2018	SELL	$53.19 - $61.61 $2.67 Million - $3.1 Million	-50,254 Reduced 6.47%	726,155 $44.1 Million
Q3 2017 Nov 13, 2017	SELL	$49.58 - $55.15 $6.39 Million - $7.11 Million	-128,979 Reduced 14.25%	776,409 $42.8 Million
Q2 2017 Aug 14, 2017	BUY	N/A	905,388	905,388 $50.2 Million

Others Institutions Holding WFC

# of Institutions

2,853

Shares Held

2.23B

Call Options Held

67.4M

Put Options Held

55.1M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $239B
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...

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Envestnet Asset Management Inc Wells Fargo & Company Transaction History