KIG
WFC.PRQ

Kessler Investment Group’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Kessler Investment 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
2021
Q3 		– Sell
-47,337
Closed -$1.3M – 160
2021
Q2 		$1.3M Buy
+47,337
New +$1.28M 1.04% 26

Other funds holding WFC.PRQ

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
FFA
Freedman Financial Associates Peabody, Massachusetts $145M AUM 6.97% 1-Year Est. Return

Kessler Investment Group's WFC.PRQ Position: Q3 2021 in Review

Kessler Investment Group sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2021, closing a stake of 47,337 shares — an estimated $1.3M sold.

Kessler Investment Group first reported a position in WFC.PRQ in Q2 2021 and held it in 1 quarter. The position peaked at $1.3M in Q2 2021. 6 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2021.

  • Kessler Investment Group reported no remaining Wells Fargo & Co. position as of Q3 2021 after selling out during the quarter.
  • Kessler Investment Group sold 47,337 Wells Fargo & Co. shares in Q3 2021, an estimated $1.3M.
  • Kessler Investment Group first reported a position in Wells Fargo & Co. in Q2 2021 and held it in 1 quarter.
  • Kessler Investment Group's Wells Fargo & Co. position peaked at $1.3M in Q2 2021.
  • 6 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2021.

Based on Kessler Investment Group's 13F filing for Q3 2021, filed 21 Oct 2021.