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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 |
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $587K | -$280K | -11,270 | -32% |
|
| 2 |
UB
2
UMB Bank
Kansas City,
Missouri
| $585K | – | – | – |
|
| 3 |
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $62K | +$16.1K | +645 | +34% |
|
| 4 |
EWM
4
Edge Wealth Management
New York
| $31K | -$18.5K | -745 | -37% |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $7K | -$249K | -10,000 | -97% |
|
| 6 |
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$35K | -1,300 | Closed |
|
| 7 |
FIA
7
FNY Investment Advisers
New York
| – | -$2K | -100 | Closed |
|