Lenox Wealth Advisors’s WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat WFC.PRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-456
Closed -$12K 818
2021
Q1
$12K Sell
456
-522
-53% -$13.3K ﹤0.01% 389
2020
Q4
$26K Buy
+978
New +$25.1K ﹤0.01% 278

Lenox Wealth Advisors's WFC.PRN Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat (WFC.PRN) in Q2 2021, closing a stake of 456 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in WFC.PRN in Q4 2020 and held it in 2 quarters. The position peaked at $26K in Q4 2020. 0 funds tracked by Wall St. Rank hold WFC.PRN as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 456 WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat shares in Q2 2021, an estimated $12K.
  • Lenox Wealth Advisors first reported a position in WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat in Q4 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat position peaked at $26K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.