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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 |
RIG
1
Roosevelt Investment Group
New York
| $14.3M | +$289K | +11,228 | +2% |
|
| 2 |
FIM
2
Frontier Investment Management
Dallas,
Texas
| $7.7M | +$315K | +12,221 | +4% |
|
| 3 |
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.38M | – | – | – |
|
| 4 |
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $708K | -$121K | -4,678 | -14% |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $622K | -$115K | -4,450 | -15% |
|
| 6 |
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $307K | +$25.8K | +1,000 | +9% |
|
| 7 |
LTI
7
Laffer Tengler Investments
Nashville,
Tennessee
| $299K | +$27.2K | +1,056 | +10% |
|
| 8 |
IP
8
Intellectus Partners
San Francisco,
California
| $62K | +$63.7K | +2,471 | New |
|
| 9 |
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $50K | – | – | – |
|
| 10 |
FPF
10
FNY Partners Fund
New York
| $13K | +$13.7K | +530 | New |
|
| 11 |
11
Ameriprise
Minneapolis,
Minnesota
| – | -$992K | -37,101 | Closed |
|
| 12 |
CTA
12
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | -$662K | -24,750 | Closed |
|