Bartlett & Co Wealth Management’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,700	Closed	-$92.5K	–	1210
2023 Q2	$92.5K	Hold	3,700	–	–	﹤0.01%	558
2023 Q1	$86.1K	Sell	3,700 -200	-5%	-$4.83K	﹤0.01%	490
2022 Q4	$89.7K	Sell	3,900 -2,500	-39%	-$57.7K	﹤0.01%	486
2022 Q3	$144K	Hold	6,400	–	–	﹤0.01%	416
2022 Q2	$152K	Hold	6,400	–	–	﹤0.01%	406
2022 Q1	$162K	Buy	+6,400	New	+$164K	﹤0.01%	411

Bartlett & Co Wealth Management's WFC.PRQ Position: Q3 2023 in Review

Bartlett & Co Wealth Management sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2023, closing a stake of 3,700 shares — an estimated $92.5K sold.

Bartlett & Co Wealth Management first reported a position in WFC.PRQ in Q1 2022 and held it in 6 quarters. The position peaked at $162K in Q1 2022. 0 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2023.

Bartlett & Co Wealth Management reported no remaining Wells Fargo & Co. position as of Q3 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 3,700 Wells Fargo & Co. shares in Q3 2023, an estimated $92.5K.
Bartlett & Co Wealth Management first reported a position in Wells Fargo & Co. in Q1 2022 and held it in 6 quarters.
Bartlett & Co Wealth Management's Wells Fargo & Co. position peaked at $162K in Q1 2022.
0 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2023, filed 14 Feb 2024.