Wells Fargo’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History

Wells Fargo’s Portfolio PFHD Stock Details PFHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,050	Closed	-$79K	–	7855
2022 Q3	$79K	Sell	3,050 -126	-4%	-$3.21K	﹤0.01%	4738
2022 Q2	$64K	Sell	3,176 -9,105	-74%	-$200K	﹤0.01%	4912
2022 Q1	$277K	Buy	12,281 +9,206	+299%	+$196K	﹤0.01%	4796
2021 Q4	$58K	Hold	3,075	–	–	﹤0.01%	5903
2021 Q3	$57K	Sell	3,075 -20,282	-87%	-$386K	﹤0.01%	5579
2021 Q2	$421K	Buy	23,357 +6,868	+42%	+$123K	﹤0.01%	4711
2021 Q1	$303K	Sell	16,489 -6,574	-29%	-$110K	﹤0.01%	4967
2020 Q4	$355K	Buy	23,063 +3,169	+16%	+$46.2K	﹤0.01%	4773
2020 Q3	$267K	Buy	19,894 +1,681	+9%	+$21.1K	﹤0.01%	4789
2020 Q2	$253K	Buy	18,213 +14,058	+338%	+$210K	﹤0.01%	4773
2020 Q1	$66K	Buy	+4,155	New	+$74.4K	﹤0.01%	5248

Other funds holding PFHD

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Wells Fargo's PFHD Position: Q4 2022 in Review

Wells Fargo sold out of Professional Holding Corp. Class A Common stock (PFHD) in Q4 2022, closing a stake of 3,050 shares — an estimated $79K sold.

Wells Fargo first reported a position in PFHD in Q1 2020 and held it in 11 quarters. The position peaked at $421K in Q2 2021. 83 funds tracked by Wall St. Rank hold PFHD as of Q4 2022.

Wells Fargo reported no remaining Professional Holding Corp. Class A Common stock position as of Q4 2022 after selling out during the quarter.
Wells Fargo sold 3,050 Professional Holding Corp. Class A Common stock shares in Q4 2022, an estimated $79K.
Wells Fargo first reported a position in Professional Holding Corp. Class A Common stock in Q1 2020 and held it in 11 quarters.
Wells Fargo's Professional Holding Corp. Class A Common stock position peaked at $421K in Q2 2021.
83 funds tracked by Wall St. Rank held Professional Holding Corp. Class A Common stock as of Q4 2022.

Based on Wells Fargo's 13F filing for Q4 2022, filed 13 Feb 2023.