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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 |
QIM
1
Quest Investment Management
Lake Oswego,
Oregon
| $528K | – | – | – |
|
| 2 |
CSPIA
2
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $23K | +$23.3K | +925 | New |
|
| 3 |
SIM
3
Sonora Investment Management
Tucson,
Arizona
| $15K | – | – | – |
|
| 4 |
DLCIG
4
D.L. Carlson Investment Group
Concord,
New Hampshire
| – | -$202K | -8,140 | Closed |
|