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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
| $15.5M | +$445K | +16,999 | +3% |
|
| 2 |
EHC
2
Everett Harris & Co
Los Angeles,
California
| $1.43M | -$26.2K | -1,000 | -2% |
|
| 3 |
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $652K | -$92.9K | -3,546 | -13% |
|
| 4 |
SIM
4
Sonora Investment Management
Tucson,
Arizona
| $630K | -$25.3K | -965 | -4% |
|
| 5 |
KIA
5
KCM Investment Advisors
Greenbrae,
California
| $333K | +$9.83K | +375 | +3% |
|
| 6 |
LTI
6
Laffer Tengler Investments
Nashville,
Tennessee
| $315K | -$393 | -15 | -0.1% |
|
| 7 |
IP
7
Intellectus Partners
San Francisco,
California
| $66K | -$79 | -3 | -0.1% |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53K | – | – | – |
|
| 9 |
FPF
9
FNY Partners Fund
New York
| $2K | -$11.3K | -430 | -81% |
|
| 10 |
FIM
10
Frontier Investment Management
Dallas,
Texas
| – | -$7.7M | -305,246 | Closed |
|