Lazard US Convertibles Portfolio WFCpL.PFD Holdings History
Number of Shares
145.00
Current Holdings Value*
$174,120.00
% of Portfolio
15.3%
Total Estimate Gain
$-3,182.12
% of Total Estimate Gain
-1.83%
Lazard US Convertibles Portfolio's Wells Fargo & Co Holding Summary
As of 2025-03-31, Lazard US Convertibles Portfolio held 145.00 shares of Wells Fargo & Co(WFCpL.PFD), totaling $174,120.00. This investment constitutes 15.3% of their stock portfolio, and Lazard US Convertibles Portfolio now holds -% of the outstanding Wells Fargo & Co(WFCpL.PFD) stock.
The initial trade took place in 2023Q1. And since then Lazard US Convertibles Portfolio has made 2 purchases of WFCpL.PFD, at an average price of $1,200.45, for a total of 145.00 shares. Based on historical transaction data and WFCpL.PFD's current price of $1178.50, Lazard US Convertibles Portfolio's estimated gain on his WFCpL.PFD holdings is $-3,182.12, reflecting a -1.83% gain to date.
Lazard US Convertibles Portfolio WFCpL.PFD ($1178.50) Holding Chart
Lazard US Convertibles Portfolio WFCpL.PFD ($1178.50) 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 % |
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