CW
WFC.PRQ

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

Connectus Wealth’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
2022
Q4 		– Sell
-104,290
Closed -$2.34M – 536
2022
Q3 		$2.34M Buy
+104,290
New +$2.51M 0.05% 250

Other funds holding WFC.PRQ

DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Connectus Wealth's WFC.PRQ Position: Q4 2022 in Review

Connectus Wealth sold out of Wells Fargo & Co. (WFC.PRQ) in Q4 2022, closing a stake of 104,290 shares — an estimated $2.34M sold.

Connectus Wealth first reported a position in WFC.PRQ in Q3 2022 and held it in 1 quarter. The position peaked at $2.34M in Q3 2022. 7 funds tracked by Wall St. Rank hold WFC.PRQ as of Q4 2022.

  • Connectus Wealth reported no remaining Wells Fargo & Co. position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 104,290 Wells Fargo & Co. shares in Q4 2022, an estimated $2.34M.
  • Connectus Wealth first reported a position in Wells Fargo & Co. in Q3 2022 and held it in 1 quarter.
  • Connectus Wealth's Wells Fargo & Co. position peaked at $2.34M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.