IWA
WFC.PRQ

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

Intercontinental Wealth Advisors’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
2019
Q4 		– Sell
-400
Closed -$11K – 426
2019
Q3 		$11K Hold
400
– – 0.01% 334
2019
Q2 		$11K Hold
400
– – 0.01% 320
2019
Q1 		$10K Hold
400
– – 0.01% 357
2018
Q4 		$10K Buy
+400
New +$10K 0.01% 364

Other funds holding WFC.PRQ

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
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
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Intercontinental Wealth Advisors's WFC.PRQ Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Wells Fargo & Co. (WFC.PRQ) in Q4 2019, closing a stake of 400 shares — an estimated $11K sold.

Intercontinental Wealth Advisors first reported a position in WFC.PRQ in Q4 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2019. 10 funds tracked by Wall St. Rank hold WFC.PRQ as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Wells Fargo & Co. position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 400 Wells Fargo & Co. shares in Q4 2019, an estimated $11K.
  • Intercontinental Wealth Advisors first reported a position in Wells Fargo & Co. in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Wells Fargo & Co. position peaked at $11K in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.