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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
| $45.7M | +$23.1M | +900,653 | +105% |
|
| 2 |
WFG
2
Windsor Financial Group
Minneapolis,
Minnesota
| $2.99M | -$3.84K | -150 | -0.1% |
|
| 3 |
RIG
3
Roosevelt Investment Group
New York
| $2.21M | +$1.23M | +48,185 | +130% |
|
| 4 |
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.25M | +$20.5K | +800 | +2% |
|
| 5 |
MPWT
5
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $692K | +$233K | +9,100 | +52% |
|
| 6 |
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $678K | -$14K | -546 | -2% |
|
| 7 |
FIMS
7
FBL Investment Management Services
West Des Moines,
Iowa
| – | -$6.97M | -280,000 | Closed |
|