Number of Shares
6,000.00
Current Holdings Value*
$7.20 Mil
% of Portfolio
15.42%
Total Estimate Gain
$-838,220.00
% of Total Estimate Gain
-3.11%

Penn Mutual Asset Management's Wells Fargo & Co Holding Summary

As of 2025-03-31, Penn Mutual Asset Management held 6,000.00 shares of Wells Fargo & Co(WFCpL.PFD), totaling $7.20 Mil. This investment constitutes 15.42% of their stock portfolio, and Penn Mutual Asset Management now holds -% of the outstanding Wells Fargo & Co(WFCpL.PFD) stock.

The initial trade took place in 2018Q3. And since then Penn Mutual Asset Management has made 3 purchases of WFCpL.PFD, at an average price of $1,348.47, for a total of 20,000.00 shares. In addition, there have been 3 sales at an average price of $1,358.66 for 14,000.00 shares. Based on historical transaction data and WFCpL.PFD's current price of $1184.98, Penn Mutual Asset Management's estimated gain on his WFCpL.PFD holdings is $-838,220.00, reflecting a -3.11% gain to date.

Penn Mutual Asset Management WFCpL.PFD ($1184.98) Holding Chart

Penn Mutual Asset Management WFCpL.PFD ($1184.98) 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