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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
| $13M | -$374K | -14,422 | -3% |
|
| 2 |
FIM
2
Frontier Investment Management
Dallas,
Texas
| $11.7M | +$776K | +29,896 | +7% |
|
| 3 |
SAM
3
Securian Asset Management
St Paul,
Minnesota
| $5.18M | – | – | – |
|
| 4 |
EHC
4
Everett Harris & Co
Los Angeles,
California
| $2.35M | – | – | – |
|
| 5 |
SWP
5
Strategic Wealth Partners
Independence,
Ohio
| $535K | +$536K | +20,650 | New |
|
| 6 |
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $438K | +$135K | +5,200 | +44% |
|
| 7 |
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $52K | – | – | – |
|
| 8 |
PCG
8
Private Capital Group
West Hartford,
Connecticut
| $4K | – | – | – |
|
| 9 |
SIM
9
Sonora Investment Management
Tucson,
Arizona
| $3K | -$24.9K | -960 | -88% |
|
| 10 |
PPA
10
Parametric Portfolio Associates
Seattle,
Washington
| – | -$539K | -20,495 | Closed |
|