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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-23,851
Closed -$609K 3459
2021
Q2
$609K Buy
+23,851
New +$610K 0.01% 861

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

Steward Partners Investment Advisory sold out of Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC.PRX) in Q3 2021, closing a stake of 23,851 shares — an estimated $609K sold.

Steward Partners Investment Advisory first reported a position in WFC.PRX in Q2 2021 and held it in 1 quarter. The position peaked at $609K in Q2 2021. 0 funds tracked by Wall St. Rank hold WFC.PRX as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 23,851 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu shares in Q3 2021, an estimated $609K.
  • Steward Partners Investment Advisory first reported a position in Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position peaked at $609K in Q2 2021.
  • 0 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 Q3 2021.

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