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Wells Fargo
WFC
WFC
83.25
USD
-0.30
0.36%
At close
Updated
Oct 12, 3:04 PM EDT
Pre-market
After hours
1 day
-0.36%
5 days
1.71%
1 month
-6.15%
3 months
-5.04%
6 months
-3.91%
Year to date
-12.55%
1 year
5.49%
5 years
78.46%
10 years
83.69%
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 |
|
|---|---|---|---|---|---|---|
| 2001 |
QFA
2001
Quattro Financial Advisors
The Woodlands,
Texas
| – | -$46.3K | -832 | Closed |
|
| 2002 |
IR
2002
Invictus RG
Hamilton,
Bermuda
| – | -$44K | -785 | Closed |
|
| 2003 |
OCM
2003
Oakview Capital Management
Dallas,
Texas
| – | -$28K | -500 | Closed |
|
| 2004 |
LWA
2004
Lenox Wealth Advisors
New York
| – | -$17K | -305 | Closed |
|
| 2005 |
HFM
2005
Harvest Fund Management
Beijing,
China
| – | -$15K | -262 | Closed |
|
| 2006 |
MAS
2006
Madden Advisory Services
Jacksonville,
Florida
| – | -$5K | -100 | Closed |
|
| 2007 |
KLWA
2007
Kelly Lawrence W & Associates
Pasadens,
California
| – | -$5K | -90 | Closed |
|
| 2008 |
CFN
2008
Cordasco Financial Network
Naples,
Florida
| – | -$2K | -33 | Closed |
|
| 2009 |
WCM
2009
Wealthcare Capital Management
Richmond,
Virginia
| – | -$1K | -15 | Closed |
|
| 2010 |
MA
2010
Marshfield Associates
Washington,
District of Columbia
| – | +$321 | +6 | New |
|