Sonora Investment Management’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Sonora Investment Management’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 Q2	–	Sell	-149	Closed	-$4K	–	1092
2021 Q1	$4K	Sell	149 -114	-43%	-$3.02K	﹤0.01%	1601
2020 Q4	$7K	Hold	263	–	–	﹤0.01%	1370
2020 Q3	$7K	Hold	263	–	–	﹤0.01%	1361
2020 Q2	$7K	Sell	263 -10,000	-97%	-$249K	﹤0.01%	1252
2020 Q1	$250K	Buy	10,263 +263	+3%	+$6.82K	0.03%	216
2019 Q4	$274K	Sell	10,000 -135	-1%	-$3.63K	0.03%	230
2019 Q3	$268K	Hold	10,135	–	–	0.03%	228
2019 Q2	$266K	Hold	10,135	–	–	0.03%	227
2019 Q1	$264K	Hold	10,135	–	–	0.03%	211
2018 Q4	$249K	Buy	10,135 +10,000	+7,407%	+$251K	0.04%	204
2018 Q3	$3K	Hold	135	–	–	﹤0.01%	1097
2018 Q2	$3K	Sell	135 -960	-88%	-$24.9K	﹤0.01%	1044
2018 Q1	$28.8K	Sell	1,095 -22,129	-95%	-$586K	﹤0.01%	479
2017 Q4	$627K	Sell	23,224 -325	-1%	-$8.86K	0.1%	139
2017 Q3	$642K	Sell	23,549 -141	-0.6%	-$3.86K	0.11%	136
2017 Q2	$655K	Hold	23,690	–	–	0.12%	129
2017 Q1	$630K	Sell	23,690 -965	-4%	-$25.3K	0.12%	125
2016 Q4	$622K	Sell	24,655 -4,450	-15%	-$115K	0.13%	122
2016 Q3	$779K	Sell	29,105 -1,455	-5%	-$40.5K	0.16%	106
2016 Q2	$843K	Sell	30,560 -1,490	-5%	-$39.5K	0.19%	94
2016 Q1	$837K	Hold	32,050	–	–	0.2%	89
2015 Q4	$837K	Buy	32,050 +450	+1%	+$11.6K	0.22%	86
2015 Q3	$811K	Buy	+31,600	New	+$812K	0.25%	76

Other funds holding WFC.PRQ

KIG

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

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

Sonora Investment Management's WFC.PRQ Position: Q2 2021 in Review

Sonora Investment Management sold out of Wells Fargo & Co. (WFC.PRQ) in Q2 2021, closing a stake of 149 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in WFC.PRQ in Q3 2015 and held it in 23 quarters. The position peaked at $843K in Q2 2016. 8 funds tracked by Wall St. Rank hold WFC.PRQ as of Q2 2021.

Sonora Investment Management reported no remaining Wells Fargo & Co. position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 149 Wells Fargo & Co. shares in Q2 2021, an estimated $4K.
Sonora Investment Management first reported a position in Wells Fargo & Co. in Q3 2015 and held it in 23 quarters.
Sonora Investment Management's Wells Fargo & Co. position peaked at $843K in Q2 2016.
8 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.