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WFC.PRP
WELLS FARGO & COMPANY SER P
WFC.PRP
WFC.PRP
Delisted
WFC.PRP was delisted on the 12th of March, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
RIG
1
Roosevelt Investment Group
New York
| $2.08M | +$625K | +26,500 | +43% |
|
| 2 |
QIM
2
Quest Investment Management
Lake Oswego,
Oregon
| $287K | +$47.2K | +2,000 | +20% |
|
| 3 |
3
Ameriprise
Minneapolis,
Minnesota
| – | -$18K | -800 | Closed |
|
| 4 |
PTC
4
Private Trust Company
Cleveland,
Ohio
| – | -$14K | -625 | Closed |
|