Cary Street Partners Investment Advisory’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Cary Street Partners Investment Advisory’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
2020 Q4	–	Sell	-10,025	Closed	-$261K	–	921
2020 Q3	$261K	Buy	+10,025	New	+$256K	0.06%	233

Other funds holding WFC.PRQ

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SIM

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

FFA

Freedman Financial Associates Peabody, Massachusetts $145M AUM 6.97% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of Wells Fargo & Co. (WFC.PRQ) in Q4 2020, closing a stake of 10,025 shares — an estimated $261K sold.

Cary Street Partners Investment Advisory first reported a position in WFC.PRQ in Q3 2020 and held it in 1 quarter. The position peaked at $261K in Q3 2020. 6 funds tracked by Wall St. Rank hold WFC.PRQ as of Q4 2020.

Cary Street Partners Investment Advisory reported no remaining Wells Fargo & Co. position as of Q4 2020 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 10,025 Wells Fargo & Co. shares in Q4 2020, an estimated $261K.
Cary Street Partners Investment Advisory first reported a position in Wells Fargo & Co. in Q3 2020 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Wells Fargo & Co. position peaked at $261K in Q3 2020.
6 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q4 2020.

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