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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 |
RFA
1
Reilly Financial Advisors
La Mesa,
California
| $858K | +$4.85K | +192 | +0.6% |
|
| 2 |
2
Ameriprise
Minneapolis,
Minnesota
| $637K | +$625K | +24,736 | New |
|
| 3 |
QIM
3
Quest Investment Management
Lake Oswego,
Oregon
| $535K | -$20.7K | -820 | -4% |
|
| 4 |
RIG
4
Roosevelt Investment Group
New York
| $411K | -$1.83M | -72,500 | -82% |
|
| 5 |
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|