FFA
WFC.PRQ

Freedman Financial Associates’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Freedman Financial Associates’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
-100
Closed -$3K – 465
2022
Q1 		$3K Hold
100
– – ﹤0.01% 447
2021
Q4 		$3K Hold
100
– – ﹤0.01% 422
2021
Q3 		$3K Hold
100
– – ﹤0.01% 431
2021
Q2 		$3K Hold
100
– – ﹤0.01% 427
2021
Q1 		$3K Hold
100
– – ﹤0.01% 427
2020
Q4 		$3K Buy
+100
New +$2.65K ﹤0.01% 427

Other funds holding WFC.PRQ

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DCM
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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
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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

Freedman Financial Associates's WFC.PRQ Position: Q2 2022 in Review

Freedman Financial Associates sold out of Wells Fargo & Co. (WFC.PRQ) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Freedman Financial Associates first reported a position in WFC.PRQ in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 8 funds tracked by Wall St. Rank hold WFC.PRQ as of Q2 2022.

  • Freedman Financial Associates reported no remaining Wells Fargo & Co. position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 100 Wells Fargo & Co. shares in Q2 2022, an estimated $3K.
  • Freedman Financial Associates first reported a position in Wells Fargo & Co. in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Wells Fargo & Co. position peaked at $3K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.