Wells Fargo
PRHI

Wells Fargo’s Presurance Holdings PRHI Stock Holding History

Wells Fargo’s Portfolio PRHI Stock Details PRHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$26 – 6992
2024
Q1 		$26 Hold
3
– – ﹤0.01% 7022
2023
Q4 		$25 Hold
3
– – ﹤0.01% 7133
2023
Q3 		$24 Sell
3
-4
-57% -$39 ﹤0.01% 7134
2023
Q2 		$78 Buy
7
+1
+17% +$11 ﹤0.01% 6930
2023
Q1 		$66 Hold
6
– – ﹤0.01% 7033
2022
Q4 		$68 Hold
6
– – ﹤0.01% 6907
2022
Q3 		$0 Buy
6
+3
+100% +$37 ﹤0.01% 6731
2022
Q2 		$0 Hold
3
– – ﹤0.01% 6872
2022
Q1 		$0 Hold
3
– – ﹤0.01% 7136
2021
Q4 		$0 Hold
3
– – ﹤0.01% 7273
2021
Q3 		$0 Hold
3
– – ﹤0.01% 7003
2021
Q2 		$0 Hold
3
– – ﹤0.01% 6944
2021
Q1 		$0 Sell
3
-285
-99% -$7.04K ﹤0.01% 6917
2020
Q4 		$7K Buy
288
+286
+14,300% +$5.11K ﹤0.01% 6086
2020
Q3 		$0 Sell
2
-2
-50% -$38 ﹤0.01% 6369
2020
Q2 		$0 Hold
4
– – ﹤0.01% 6320
2020
Q1 		$0 Buy
+4
New +$98 ﹤0.01% 6247
2017
Q3 		– Sell
-15,278
Closed -$765K – 6314
2017
Q2 		$765K Sell
15,278
-6,043
-28% -$313K ﹤0.01% 3927
2017
Q1 		$1.07M Buy
21,321
+172
+0.8% +$8.6K ﹤0.01% 3702
2016
Q4 		$1.21M Buy
21,149
+7,368
+53% +$394K ﹤0.01% 3553
2016
Q3 		$804K Buy
13,781
+4,177
+43% +$227K ﹤0.01% 3640
2016
Q2 		$466K Buy
9,604
+1,149
+14% +$53.2K ﹤0.01% 3942
2016
Q1 		$386K Buy
8,455
+4,859
+135% +$247K ﹤0.01% 4031
2015
Q4 		$233K Buy
3,596
+3,439
+2,190% +$228K ﹤0.01% 4360
2015
Q3 		$11K Buy
+157
New +$11.1K ﹤0.01% 5702

Other funds holding PRHI

AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo's PRHI Position: Q2 2024 in Review

Wells Fargo sold out of Presurance Holdings (PRHI) in Q2 2024, closing a stake of 3 shares — an estimated $26 sold.

Wells Fargo first reported a position in PRHI in Q3 2015 and held it in 25 quarters. The position peaked at $1.21M in Q4 2016. 14 funds tracked by Wall St. Rank hold PRHI as of Q2 2024.

  • Wells Fargo reported no remaining Presurance Holdings position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 3 Presurance Holdings shares in Q2 2024, an estimated $26.
  • Wells Fargo first reported a position in Presurance Holdings in Q3 2015 and held it in 25 quarters.
  • Wells Fargo's Presurance Holdings position peaked at $1.21M in Q4 2016.
  • 14 funds tracked by Wall St. Rank held Presurance Holdings as of Q2 2024.

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