LWCFA
WFC.PRQ

Loring Wolcott & Coolidge Fiduciary Advisors’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q3 		– Sell
-200
Closed -$5K – 650
2022
Q2 		$5K Buy
+200
New +$4.82K ﹤0.01% 583

Other funds holding WFC.PRQ

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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 $202B AUM 37.79% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WFC.PRQ Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WFC.PRQ in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 7 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Wells Fargo & Co. position as of Q3 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Wells Fargo & Co. shares in Q3 2022, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Wells Fargo & Co. in Q2 2022 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Wells Fargo & Co. position peaked at $5K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.