EWM
WFC.PRQ

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

Edge Wealth Management’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
Q3 		– Sell
-1,255
Closed -$31K – 653
2020
Q2 		$31K Sell
1,255
-745
-37% -$18.5K 0.01% 312
2020
Q1 		$48K Hold
2,000
– – 0.01% 247
2019
Q4 		$55K Hold
2,000
– – 0.01% 247
2019
Q3 		$52K Hold
2,000
– – 0.01% 250
2019
Q2 		$52K Hold
2,000
– – 0.01% 256
2019
Q1 		$52K Buy
+2,000
New +$51K 0.01% 239

Other funds holding WFC.PRQ

UB
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
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Edge Wealth Management's WFC.PRQ Position: Q3 2020 in Review

Edge Wealth Management sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2020, closing a stake of 1,255 shares — an estimated $31K sold.

Edge Wealth Management first reported a position in WFC.PRQ in Q1 2019 and held it in 6 quarters. The position peaked at $55K in Q4 2019. 6 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2020.

  • Edge Wealth Management reported no remaining Wells Fargo & Co. position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 1,255 Wells Fargo & Co. shares in Q3 2020, an estimated $31K.
  • Edge Wealth Management first reported a position in Wells Fargo & Co. in Q1 2019 and held it in 6 quarters.
  • Edge Wealth Management's Wells Fargo & Co. position peaked at $55K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.