CSPIA
WFC.PRT

Cary Street Partners Investment Advisory’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio WFC.PRT Stock Details WFC.PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-64
Closed -$2K – 973
2020
Q3 		$2K Buy
+64
New +$1.66K ﹤0.01% 931

Other funds holding WFC.PRT

FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of WELLS FARGO & COMPANY SERIES T (WFC.PRT) in Q4 2020, closing a stake of 64 shares — an estimated $2K sold.

Cary Street Partners Investment Advisory first reported a position in WFC.PRT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 1 fund tracked by Wall St. Rank holds WFC.PRT as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining WELLS FARGO & COMPANY SERIES T position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 64 WELLS FARGO & COMPANY SERIES T shares in Q4 2020, an estimated $2K.
  • Cary Street Partners Investment Advisory first reported a position in WELLS FARGO & COMPANY SERIES T in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's WELLS FARGO & COMPANY SERIES T position peaked at $2K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held WELLS FARGO & COMPANY SERIES T as of Q4 2020.

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