RWML
WFC.PRX

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

RAFFA WEALTH MANAGEMENT, LLC’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
2019
Q3 		– Sell
-2,500
Closed -$63.1K – 791
2019
Q2 		$63.1K Buy
+2,500
New +$63.5K 0.01% 338

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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

RAFFA WEALTH MANAGEMENT, LLC's WFC.PRX 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.PRX) in Q3 2019, closing a stake of 2,500 shares — an estimated $63.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WFC.PRX in Q2 2019 and held it in 1 quarter. The position peaked at $63.1K in Q2 2019. 7 funds tracked by Wall St. Rank hold WFC.PRX 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 $63.1K.
  • 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 $63.1K in Q2 2019.
  • 7 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.