Allegiant Private Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$628K Buy
13,859
+745
+6% +$33.3K 0.1% 97
2021
Q1
$512K Sell
13,114
-839
-6% -$29.7K 0.09% 98
2020
Q4
$421K Buy
+13,953
New +$361K 0.09% 100

Other funds holding WFC

Allegiant Private Advisors's WFC Position: Q2 2021 in Review

Allegiant Private Advisors increased its Wells Fargo (WFC) stake by 5.7% in Q2 2021, buying an estimated $33.3K and bringing the position to 13,859 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #97.

Allegiant Private Advisors first reported a position in WFC in Q4 2020 and has held it in 3 quarters since. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Allegiant Private Advisors held 13,859 shares of Wells Fargo worth $628K as of Q2 2021.
  • Allegiant Private Advisors bought 745 Wells Fargo shares in Q2 2021, an estimated $33.3K.
  • Wells Fargo made up 0.1% of Allegiant Private Advisors's portfolio in Q2 2021, its #97 holding.
  • Allegiant Private Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 3 quarters since.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.