O'Shaughnessy Market Leaders Value Fund WFC Holdings History
O'Shaughnessy Market Leaders Value Fund's Wells Fargo & Co Holding Summary
As of 2025-04-30, ADVISORS SERIES TRUST held 146,149.00 shares of Wells Fargo & Co(WFC), totaling $10.38 Mil. This investment constitutes 4.98% of their stock portfolio, and ADVISORS SERIES TRUST now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2020Q2. And since then O'Shaughnessy Market Leaders Value Fund has made 7 purchases of WFC, at an average price of $46.41, for a total of 375,765.00 shares. In addition, there have been 6 sales at an average price of $33.95 for 229,616.00 shares. Based on historical transaction data and WFC's current price of $81.79, O'Shaughnessy Market Leaders Value Fund's estimated gain on his WFC holdings is $2.31 Mil, reflecting a 13.24% gain to date.
O'Shaughnessy Market Leaders Value Fund WFC ($81.79) Holding Chart
O'Shaughnessy Market Leaders Value Fund WFC ($81.79) 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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