Atlas Capital Advisors’s WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRO Stock Holding History

Atlas Capital Advisors’s Portfolio WFC.PRO Stock Details WFC.PRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,000	Closed	-$25.9K	–	962
2021 Q1	$25.9K	Hold	1,000	–	–	0.01%	567
2020 Q4	$26K	Buy	+1,000	New	+$25.6K	0.01%	519
2020 Q2	–	Sell	-1,000	Closed	-$22.9K	–	749
2020 Q1	$22.9K	Buy	+1,000	New	+$24.6K	0.01%	509
2019 Q3	–	Sell	-1,000	Closed	-$25.1K	–	711
2019 Q2	$25.1K	Hold	1,000	–	–	0.01%	541
2019 Q1	$24.3K	Hold	1,000	–	–	0.01%	468
2018 Q4	$21.8K	Hold	1,000	–	–	0.01%	461
2018 Q3	$23.9K	Hold	1,000	–	–	0.01%	460
2018 Q2	$24.5K	Hold	1,000	–	–	0.01%	431
2018 Q1	$24.6K	Buy	+1,000	New	+$24.5K	0.01%	438

Other funds holding WFC.PRO

BKA

Brick & Kyle Associates Newtown, Pennsylvania $303M AUM 26.39% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Atlas Capital Advisors's WFC.PRO Position: Q2 2021 in Review

Atlas Capital Advisors sold out of WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC.PRO) in Q2 2021, closing a stake of 1,000 shares — an estimated $25.9K sold.

Atlas Capital Advisors first reported a position in WFC.PRO in Q1 2018 and held it in 9 quarters. The position peaked at $26K in Q4 2020. 4 funds tracked by Wall St. Rank hold WFC.PRO as of Q2 2021.

Atlas Capital Advisors reported no remaining WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position as of Q2 2021 after selling out during the quarter.
Atlas Capital Advisors sold 1,000 WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu shares in Q2 2021, an estimated $25.9K.
Atlas Capital Advisors first reported a position in WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu in Q1 2018 and held it in 9 quarters.
Atlas Capital Advisors's WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position peaked at $26K in Q4 2020.
4 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu as of Q2 2021.

Based on Atlas Capital Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.