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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,700
Closed -$93K 1195
2023
Q2
$93K Hold
3,700
﹤0.01% 558
2023
Q1
$86K Sell
3,700
-200
-5% -$4.83K ﹤0.01% 490
2022
Q4
$90K Sell
3,900
-2,500
-39% -$57.7K ﹤0.01% 488
2022
Q3
$144K Hold
6,400
﹤0.01% 416
2022
Q2
$151K Hold
6,400
﹤0.01% 408
2022
Q1
$162K Buy
+6,400
New +$164K ﹤0.01% 410

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

Bartlett & Co sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2023, closing a stake of 3,700 shares — an estimated $93K sold.

Bartlett & Co 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 reported no remaining Wells Fargo & Co. position as of Q3 2023 after selling out during the quarter.
  • Bartlett & Co sold 3,700 Wells Fargo & Co. shares in Q3 2023, an estimated $93K.
  • Bartlett & Co first reported a position in Wells Fargo & Co. in Q1 2022 and held it in 6 quarters.
  • Bartlett & Co'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's 13F filing for Q3 2023, filed 10 Oct 2023.