Cary Street Partners Investment Advisory’s WELLS FARGO & COMPANY SER P WFC.PRP Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio WFC.PRP Stock Details WFC.PRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-925	Closed	-$23K	–	964
2020 Q3	$23K	Buy	+925	New	+$23.3K	﹤0.01%	630

Other funds holding WFC.PRP

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

DAC

Dividend Assets Capital Ridgeland, South Carolina $517M AUM 17.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's WFC.PRP Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of WELLS FARGO & COMPANY SER P (WFC.PRP) in Q4 2020, closing a stake of 925 shares — an estimated $23K sold.

Cary Street Partners Investment Advisory first reported a position in WFC.PRP in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 3 funds tracked by Wall St. Rank hold WFC.PRP as of Q4 2020.

Cary Street Partners Investment Advisory reported no remaining WELLS FARGO & COMPANY SER P position as of Q4 2020 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 925 WELLS FARGO & COMPANY SER P shares in Q4 2020, an estimated $23K.
Cary Street Partners Investment Advisory first reported a position in WELLS FARGO & COMPANY SER P in Q3 2020 and held it in 1 quarter.
Cary Street Partners Investment Advisory's WELLS FARGO & COMPANY SER P position peaked at $23K in Q3 2020.
3 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY SER P as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.