Number of Shares
19,300.00
Current Holdings Value*
$1.37 Mil
% of Portfolio
2.2%
Total Estimate Gain
$923,393.00
% of Total Estimate Gain
72.55%

Dana Large Cap Equity Fund's Wells Fargo & Co Holding Summary

As of 2025-04-30, VALUED ADVISERS TRUST held 19,300.00 shares of Wells Fargo & Co(WFC), totaling $1.37 Mil. This investment constitutes 2.2% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2022Q4. And since then Dana Large Cap Equity Fund has made 2 purchases of WFC, at an average price of $43.89, for a total of 29,000.00 shares. In addition, there have been 2 sales at an average price of $59.87 for 9,700.00 shares. Based on historical transaction data and WFC's current price of $83.70, Dana Large Cap Equity Fund's estimated gain on his WFC holdings is $923,393.00, reflecting a 72.55% gain to date.

Dana Large Cap Equity Fund WFC ($83.70) Holding Chart

Dana Large Cap Equity Fund WFC ($83.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1