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Wells Fargo
WFC
WFC
83.32
USD
-0.23
0.28%
At close
Updated
Oct 12, 4:00 PM EDT
Pre-market
After hours
83.52
+0.20
0.24%
1 day
-0.28%
5 days
1.8%
1 month
-6.08%
3 months
-4.96%
6 months
-3.83%
Year to date
-12.48%
1 year
5.58%
5 years
78.61%
10 years
83.85%
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 |
|
|---|---|---|---|---|---|---|
| 2076 |
OSAM
2076
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$53K | -1,010 | Closed |
|
| 2077 |
PWAG
2077
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$37K | -707 | Closed |
|
| 2078 |
PCM
2078
Poehling Capital Management
Madison,
Wisconsin
| – | -$24K | -450 | Closed |
|
| 2079 |
LWA
2079
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$19K | -363 | Closed |
|
| 2080 |
CIM
2080
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$15K | -282 | Closed |
|
| 2081 |
DSN
2081
D. Scott Neal
Lexington,
Kentucky
| – | -$13K | -253 | Closed |
|
| 2082 |
PS
2082
Portfolio Solutions
Royal Oak,
Michigan
| – | -$6K | -105 | Closed |
|
| 2083 |
FMP
2083
Financial Management Professionals
Austin,
Texas
| – | -$3K | -64 | Closed |
|
| 2084 |
CAM
2084
ClariVest Asset Management
San Diego,
California
| – | -$696 | -13 | -59% |
|
| 2085 |
NR
2085
Newfound Research
Wellesley Hills,
Massachusetts
| – | +$54 | +1 | +100% |
|