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Wells Fargo & Co

CUSIP: 94986RQF1 | 29 institutional holders

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2020

Wells Fargo & Company52,000
0.0% of portfolio›$100
Creative Planning30,000
0.0% of portfolio›$58
Old Port Advisors20,000
0.0% of portfolio›$38
Bank of America Corp17,000
0.0% of portfolio›$33
FMR LLC12,000
0.0% of portfolio›$23
Verdence Capital Advisors LLC12,000
0.0% of portfolio›$23
Chevy Chase Trust Holdings, LLC10,000
0.0% of portfolio›$19
Commonwealth Equity Services, LLC10,000
0.0% of portfolio›$19
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Wells Fargo & Company
52,000$1000.0%CoreLowSan Francisco, CA2020-05-14
Creative Planning
30,000$580.0%IndexVery LowOverland Park, KS2020-05-05
Old Port Advisors
20,000$380.0%GARPLowPortland, ME2020-04-17
Bank of America Corp
17,000$330.0%CoreLowCharlotte, NC2020-05-15
FMR LLC
12,000$230.0%GrowthMediumBoston, MA2020-05-14
Verdence Capital Advisors LLC
12,000$230.0%CoreMediumHunt Valley, MD2020-05-13
Chevy Chase Trust Holdings, LLC
10,000$190.0%IndexVery LowBethesda, MD2020-05-13
Commonwealth Equity Services, LLC
10,000$190.0%ETFLowWaltham, MA2020-05-11
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2020-05-13