FIA
WFC.PRQ

FNY Investment Advisers’s Wells Fargo & Co. WFC.PRQ Stock Holding History

FNY Investment Advisers’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
Q2 		– Sell
-100
Closed -$2K – 635
2020
Q1 		$2K Buy
+100
New +$2.59K ﹤0.01% 386
2019
Q4 		– Sell
-20,000
Closed -$528K – 1121
2019
Q3 		$528K Buy
+20,000
New +$529K 0.16% 84

Other funds holding WFC.PRQ

SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

FNY Investment Advisers's WFC.PRQ Position: Q2 2020 in Review

FNY Investment Advisers sold out of Wells Fargo & Co. (WFC.PRQ) in Q2 2020, closing a stake of 100 shares — an estimated $2K sold.

FNY Investment Advisers first reported a position in WFC.PRQ in Q3 2019 and held it in 2 quarters. The position peaked at $528K in Q3 2019. 5 funds tracked by Wall St. Rank hold WFC.PRQ as of Q2 2020.

  • FNY Investment Advisers reported no remaining Wells Fargo & Co. position as of Q2 2020 after selling out during the quarter.
  • FNY Investment Advisers sold 100 Wells Fargo & Co. shares in Q2 2020, an estimated $2K.
  • FNY Investment Advisers first reported a position in Wells Fargo & Co. in Q3 2019 and held it in 2 quarters.
  • FNY Investment Advisers's Wells Fargo & Co. position peaked at $528K in Q3 2019.
  • 5 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q2 2020.

Based on FNY Investment Advisers's 13F filing for Q2 2020, filed 10 Jul 2020.