Sonora Investment Management’s Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRX Stock Holding History

Sonora Investment Management’s Portfolio WFC.PRX Stock Details WFC.PRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,060	Closed	-$27K	–	1105
2021 Q1	$27K	Hold	1,060	–	–	﹤0.01%	821
2020 Q4	$28K	Hold	1,060	–	–	﹤0.01%	768
2020 Q3	$28K	Buy	1,060 +1,000	+1,667%	+$25.7K	﹤0.01%	741
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	1615
2020 Q1	$1K	Buy	+60	New	+$1.51K	﹤0.01%	1633

Other funds holding WFC.PRX

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

ARMC

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

SPIA

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

CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

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

Sonora Investment Management sold out of Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC.PRX) in Q2 2021, closing a stake of 1,060 shares — an estimated $27K sold.

Sonora Investment Management first reported a position in WFC.PRX in Q1 2020 and held it in 5 quarters. The position peaked at $28K in Q4 2020. 5 funds tracked by Wall St. Rank hold WFC.PRX as of Q2 2021.

Sonora Investment Management reported no remaining Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 1,060 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu shares in Q2 2021, an estimated $27K.
Sonora Investment Management first reported a position in Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu in Q1 2020 and held it in 5 quarters.
Sonora Investment Management's Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position peaked at $28K in Q4 2020.
5 funds tracked by Wall St. Rank held Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu as of Q2 2021.

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