FAG
WFC.PRQ

Fortitude Advisory Group’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-2,000
Closed -$51K – 1405
2022
Q1 		$51K Hold
2,000
– – 0.03% 526
2021
Q4 		$54K Buy
+2,000
New +$53.4K 0.03% 533

Other funds holding WFC.PRQ

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Fortitude Advisory Group's WFC.PRQ Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Wells Fargo & Co. (WFC.PRQ) in Q2 2022, closing a stake of 2,000 shares — an estimated $51K sold.

Fortitude Advisory Group first reported a position in WFC.PRQ in Q4 2021 and held it in 2 quarters. The position peaked at $54K in Q4 2021. 8 funds tracked by Wall St. Rank hold WFC.PRQ as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Wells Fargo & Co. position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,000 Wells Fargo & Co. shares in Q2 2022, an estimated $51K.
  • Fortitude Advisory Group first reported a position in Wells Fargo & Co. in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Wells Fargo & Co. position peaked at $54K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.