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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
| $13.6M | -$235K | -8,857 | -2% |
|
| 2 |
FIM
2
Frontier Investment Management
Dallas,
Texas
| $11.1M | +$61.2K | +2,308 | +0.6% |
|
| 3 |
SAM
3
Securian Asset Management
St Paul,
Minnesota
| $5.26M | -$1.59M | -60,000 | -23% |
|
| 4 |
EHC
4
Everett Harris & Co
Los Angeles,
California
| $2.39M | +$986K | +37,200 | +69% |
|
| 5 |
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $539K | +$41.9K | +1,582 | +8% |
|
| 6 |
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $308K | +$15.9K | +600 | +5% |
|
| 7 |
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53K | – | – | – |
|
| 8 |
SIM
8
Sonora Investment Management
Tucson,
Arizona
| $28.8K | -$586K | -22,129 | -95% |
|
| 9 |
PCG
9
Private Capital Group
West Hartford,
Connecticut
| $5K | +$4.74K | +179 | New |
|
| 10 |
LTI
10
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$306K | -11,319 | Closed |
|