Sonora Investment Management’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,306
| Closed | -$34K | – | 1820 |
|
|
2020
Q3 | $34K | Buy |
1,306
+1,025
| +365% | +$26.5K | ﹤0.01% | 693 |
|
|
2020
Q2 | $7K | Hold |
281
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q1 | $7K | Sell |
281
-1,719
| -86% | -$43.5K | ﹤0.01% | 1188 |
|
|
2019
Q4 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 516 |
|
|
2019
Q3 | $50K | Hold |
2,000
| – | – | 0.01% | 538 |
|
|
2019
Q2 | $51K | Hold |
2,000
| – | – | 0.01% | 531 |
|
|
2019
Q1 | $51K | Hold |
2,000
| – | – | 0.01% | 481 |
|
|
2018
Q4 | $50K | Hold |
2,000
| – | – | 0.01% | 405 |
|
|
2018
Q3 | $52K | Buy |
+2,000
| New | +$51.6K | 0.01% | 406 |
|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$26.4K | – | 1230 |
|
|
2017
Q4 | $26.4K | Hold |
1,000
| – | – | ﹤0.01% | 518 |
|
|
2017
Q3 | $26.2K | Hold |
1,000
| – | – | ﹤0.01% | 469 |
|
|
2017
Q2 | $26.3K | Hold |
1,000
| – | – | 0.01% | 449 |
|
|
2017
Q1 | $26.3K | Hold |
1,000
| – | – | 0.01% | 439 |
|
|
2016
Q4 | $25.1K | Hold |
1,000
| – | – | 0.01% | 410 |
|
|
2016
Q3 | $26.8K | Hold |
1,000
| – | – | 0.01% | 384 |
|
|
2016
Q2 | $26.9K | Hold |
1,000
| – | – | 0.01% | 358 |
|
|
2016
Q1 | $26.6K | Hold |
1,000
| – | – | 0.01% | 404 |
|
|
2015
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 332 |
|
|
2015
Q3 | $25K | Buy |
+1,000
| New | +$25.5K | 0.01% | 301 |
|
Other funds holding WFC.PRT
Sonora Investment Management's WFC.PRT Position: Q4 2020 in Review
Sonora Investment Management sold out of WELLS FARGO & COMPANY SERIES T (WFC.PRT) in Q4 2020, closing a stake of 1,306 shares — an estimated $34K sold.
Sonora Investment Management first reported a position in WFC.PRT in Q3 2015 and held it in 19 quarters. The position peaked at $52K in Q3 2018. 1 fund tracked by Wall St. Rank holds WFC.PRT as of Q4 2020.
- Sonora Investment Management reported no remaining WELLS FARGO & COMPANY SERIES T position as of Q4 2020 after selling out during the quarter.
- Sonora Investment Management sold 1,306 WELLS FARGO & COMPANY SERIES T shares in Q4 2020, an estimated $34K.
- Sonora Investment Management first reported a position in WELLS FARGO & COMPANY SERIES T in Q3 2015 and held it in 19 quarters.
- Sonora Investment Management's WELLS FARGO & COMPANY SERIES T position peaked at $52K in Q3 2018.
- 1 fund tracked by Wall St. Rank held WELLS FARGO & COMPANY SERIES T as of Q4 2020.
Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.