IWA
WFC.PRT

Intercontinental Wealth Advisors’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History

Intercontinental Wealth Advisors’s Portfolio WFC.PRT Stock Details WFC.PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,000
Closed -$25K – 327
2019
Q4 		$25K Hold
1,000
– – 0.02% 226
2019
Q3 		$25K Hold
1,000
– – 0.02% 263
2019
Q2 		$26K Hold
1,000
– – 0.01% 256
2019
Q1 		$26K Hold
1,000
– – 0.01% 279
2018
Q4 		$25K Buy
+1,000
New +$25.2K 0.01% 282

Other funds holding WFC.PRT

FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Intercontinental Wealth Advisors's WFC.PRT Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of WELLS FARGO & COMPANY SERIES T (WFC.PRT) in Q1 2020, closing a stake of 1,000 shares — an estimated $25K sold.

Intercontinental Wealth Advisors first reported a position in WFC.PRT in Q4 2018 and held it in 5 quarters. The position peaked at $26K in Q2 2019. 5 funds tracked by Wall St. Rank hold WFC.PRT as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining WELLS FARGO & COMPANY SERIES T position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,000 WELLS FARGO & COMPANY SERIES T shares in Q1 2020, an estimated $25K.
  • Intercontinental Wealth Advisors first reported a position in WELLS FARGO & COMPANY SERIES T in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's WELLS FARGO & COMPANY SERIES T position peaked at $26K in Q2 2019.
  • 5 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY SERIES T as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.