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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
| $2.14M | +$2.17M | +88,465 | New |
|
| 2 |
RFA
2
Reilly Financial Advisors
La Mesa,
California
| $897K | +$1.08K | +44 | +0.1% |
|
| 3 |
QIM
3
Quest Investment Management
Lake Oswego,
Oregon
| $377K | +$83.3K | +3,400 | +28% |
|
| 4 |
BCM
4
Brookstone Capital Management
Wheaton,
Illinois
| $12K | +$12.2K | +500 | New |
|