SPIA
WFC.PRQ

Steward Partners Investment Advisory’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-27,397
Closed -$755K – 3395
2021
Q2 		$755K Buy
+27,397
New +$742K 0.01% 785

Other funds holding WFC.PRQ

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 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 $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

Steward Partners Investment Advisory's WFC.PRQ Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2021, closing a stake of 27,397 shares — an estimated $755K sold.

Steward Partners Investment Advisory first reported a position in WFC.PRQ in Q2 2021 and held it in 1 quarter. The position peaked at $755K in Q2 2021. 6 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Wells Fargo & Co. position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 27,397 Wells Fargo & Co. shares in Q3 2021, an estimated $755K.
  • Steward Partners Investment Advisory first reported a position in Wells Fargo & Co. in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Wells Fargo & Co. position peaked at $755K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.