RAFFA WEALTH MANAGEMENT, LLC’s Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio WFC.PRV Stock Details WFC.PRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,500	Closed	-$2.5K	–	798
2019 Q2	$2.5K	Buy	+2,500	New	+$65.3K	﹤0.01%	652

Other funds holding WFC.PRV

SCM

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

RCA

Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WFC.PRV Position: Q3 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC.PRV) in Q3 2019, closing a stake of 2,500 shares — an estimated $2.5K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WFC.PRV in Q2 2019 and held it in 1 quarter. The position peaked at $2.5K in Q2 2019. 3 funds tracked by Wall St. Rank hold WFC.PRV as of Q3 2019.

RAFFA WEALTH MANAGEMENT, LLC 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 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 2,500 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu shares in Q3 2019, an estimated $2.5K.
RAFFA WEALTH MANAGEMENT, LLC 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 2019 and held it in 1 quarter.
RAFFA WEALTH MANAGEMENT, LLC's Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position peaked at $2.5K in Q2 2019.
3 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 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2019, filed 27 Jul 2026.