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WFC.PRQ
Wells Fargo & Co.
WFC.PRQ
WFC.PRQ
Delisted
WFC.PRQ was delisted on the 14th of September, 2023.
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 |
1
Ameriprise
Minneapolis,
Minnesota
| $21.4M | -$1.36M | -55,600 | -6% |
|
| 2 |
FIMS
2
FBL Investment Management Services
West Des Moines,
Iowa
| $6.97M | – | – | – |
|
| 3 |
WFG
3
Windsor Financial Group
Minneapolis,
Minnesota
| $2.87M | +$108K | +4,425 | +4% |
|
| 4 |
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.18M | +$85.7K | +3,500 | +8% |
|
| 5 |
RIG
5
Roosevelt Investment Group
New York
| $925K | +$910K | +37,156 | New |
|
| 6 |
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $664K | +$209K | +8,530 | +47% |
|
| 7 |
MPWT
7
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $438K | +$430K | +17,575 | New |
|
| 8 |
NPF
8
Norris Perne & French
Grand Rapids,
Michigan
| – | -$235K | -10,000 | Closed |
|