Wells Fargo’s Income Opportunity Realty Investors IOR Stock Holding History

Wells Fargo’s Portfolio IOR Stock Details IOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6	Closed	-$100	–	7169
2024 Q1	$100	Hold	6	–	–	﹤0.01%	6661
2023 Q4	$80	Hold	6	–	–	﹤0.01%	6824
2023 Q3	$67	Hold	6	–	–	﹤0.01%	6854
2023 Q2	$69	Buy	6 +1	+20%	+$11	﹤0.01%	6963
2023 Q1	$57	Hold	5	–	–	﹤0.01%	7078
2022 Q4	$60	Hold	5	–	–	﹤0.01%	6952
2022 Q3	$0	Sell	5 -23	-82%	-$278	﹤0.01%	6978
2022 Q2	$0	Buy	28 +2	+8%	+$25	﹤0.01%	7127
2022 Q1	$0	Hold	26	–	–	﹤0.01%	7417
2021 Q4	$0	Hold	26	–	–	﹤0.01%	7503
2021 Q3	$0	Sell	26 -1	-4%	-$12	﹤0.01%	7229
2021 Q2	$0	Hold	27	–	–	﹤0.01%	7142
2021 Q1	$0	Buy	27 +1	+4%	+$12	﹤0.01%	7106
2020 Q4	$0	Hold	26	–	–	﹤0.01%	6726
2020 Q3	$0	Buy	26 +21	+420%	+$275	﹤0.01%	6591
2020 Q2	$0	Hold	5	–	–	﹤0.01%	6535
2020 Q1	$0	Sell	5 -197	-98%	-$2.51K	﹤0.01%	6479
2019 Q4	$3K	Buy	+202	New	+$2.49K	﹤0.01%	6120

Other funds holding IOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo's IOR Position: Q2 2024 in Review

Wells Fargo sold out of Income Opportunity Realty Investors (IOR) in Q2 2024, closing a stake of 6 shares — an estimated $100 sold.

Wells Fargo first reported a position in IOR in Q4 2019 and held it in 18 quarters. The position peaked at $3K in Q4 2019. 4 funds tracked by Wall St. Rank hold IOR as of Q2 2024.

Wells Fargo reported no remaining Income Opportunity Realty Investors position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 6 Income Opportunity Realty Investors shares in Q2 2024, an estimated $100.
Wells Fargo first reported a position in Income Opportunity Realty Investors in Q4 2019 and held it in 18 quarters.
Wells Fargo's Income Opportunity Realty Investors position peaked at $3K in Q4 2019.
4 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.