OPTIMUM LARGE CAP VALUE FUND WFC Holdings History
OPTIMUM LARGE CAP VALUE FUND's Wells Fargo & Co Holding Summary
As of 2025-03-31, OPTIMUM FUND TRUST held 350,691.00 shares of Wells Fargo & Co(WFC), totaling $25.18 Mil. This investment constitutes 1.38% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.01% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q3. And since then OPTIMUM LARGE CAP VALUE FUND has made 4 purchases of WFC, at an average price of $44.88, for a total of 963,587.00 shares. In addition, there have been 12 sales at an average price of $37.42 for 612,896.00 shares. Based on historical transaction data and WFC's current price of $82.55, OPTIMUM LARGE CAP VALUE FUND's estimated gain on his WFC holdings is $8.64 Mil, reflecting a 19.97% gain to date.
OPTIMUM LARGE CAP VALUE FUND WFC ($82.55) Holding Chart
OPTIMUM LARGE CAP VALUE FUND WFC ($82.55) 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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