NVIT J.P. Morgan U.S. Equity Fund WFC Holdings History
NVIT J.P. Morgan U.S. Equity Fund's Wells Fargo & Co Holding Summary
As of 2025-03-31, NVIT J.P. Morgan U.S. Equity Fund held 477,073.00 shares of Wells Fargo & Co(WFC), totaling $34.25 Mil. This investment constitutes 3.28% of their stock portfolio, and NVIT J.P. Morgan U.S. Equity Fund now holds 0.01% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q4. And since then NVIT J.P. Morgan U.S. Equity Fund has made 14 purchases of WFC, at an average price of $59.04, for a total of 496,537.00 shares. In addition, there have been 4 sales at an average price of $45.37 for 19,464.00 shares. Based on historical transaction data and WFC's current price of $82.26, NVIT J.P. Morgan U.S. Equity Fund's estimated gain on his WFC holdings is $10.81 Mil, reflecting a 36.87% gain to date.
NVIT J.P. Morgan U.S. Equity Fund WFC ($82.26) Holding Chart
NVIT J.P. Morgan U.S. Equity Fund WFC ($82.26) 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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