SWP
WFC.PRQ

Strategic Wealth Partners’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Strategic Wealth Partners’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
-12,822
Closed -$353K – 248
2021
Q2 		$353K Sell
12,822
-2,881
-18% -$78K 0.12% 182
2021
Q1 		$421K Hold
15,703
– – 0.17% 133
2020
Q4 		$422K Sell
15,703
-2,471
-14% -$65.5K 0.18% 126
2020
Q3 		$474K Sell
18,174
-5,529
-23% -$141K 0.24% 100
2020
Q2 		$587K Sell
23,703
-11,270
-32% -$280K 0.3% 83
2020
Q1 		$958K Hold
34,973
– – 0.5% 61
2019
Q4 		$958K Buy
34,973
+555
+2% +$14.9K 0.5% 61
2019
Q3 		$913 Buy
34,418
+1,470
+4% +$38.9K ﹤0.01% 207
2019
Q2 		$865K Sell
32,948
-2,090
-6% -$54.7K 0.42% 70
2019
Q1 		$918K Buy
35,038
+6,832
+24% +$174K 0.42% 75
2018
Q4 		$737K Buy
28,206
+6,793
+32% +$170K 0.37% 78
2018
Q3 		$552K Buy
21,413
+763
+4% +$19.7K 0.29% 89
2018
Q2 		$535K Buy
+20,650
New +$536K 0.31% 90

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

Strategic Wealth Partners's WFC.PRQ Position: Q3 2021 in Review

Strategic Wealth Partners sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2021, closing a stake of 12,822 shares — an estimated $353K sold.

Strategic Wealth Partners first reported a position in WFC.PRQ in Q2 2018 and held it in 13 quarters. The position peaked at $958K in Q1 2020. 6 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2021.

  • Strategic Wealth Partners reported no remaining Wells Fargo & Co. position as of Q3 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 12,822 Wells Fargo & Co. shares in Q3 2021, an estimated $353K.
  • Strategic Wealth Partners first reported a position in Wells Fargo & Co. in Q2 2018 and held it in 13 quarters.
  • Strategic Wealth Partners's Wells Fargo & Co. position peaked at $958K in Q1 2020.
  • 6 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2021.

Based on Strategic Wealth Partners's 13F filing for Q3 2021, filed 12 Nov 2021.