Number of Shares
253,992.00
Current Holdings Value*
$18.04 Mil
% of Portfolio
3.48%
Total Estimate Gain
$8.89 Mil
% of Total Estimate Gain
69.34%

SA JPMorgan Large Cap Core Portfolio's Wells Fargo & Co Holding Summary

As of 2025-04-30, SA JPMorgan Large Cap Core Portfolio held 253,992.00 shares of Wells Fargo & Co(WFC), totaling $18.04 Mil. This investment constitutes 3.48% of their stock portfolio, and SA JPMorgan Large Cap Core Portfolio now holds 0.01% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2023Q3. And since then SA JPMorgan Large Cap Core Portfolio has made 6 purchases of WFC, at an average price of $45.39, for a total of 282,349.00 shares. In addition, there have been 1 sales at an average price of $46.28 for 28,357.00 shares. Based on historical transaction data and WFC's current price of $80.28, SA JPMorgan Large Cap Core Portfolio's estimated gain on his WFC holdings is $8.89 Mil, reflecting a 69.34% gain to date.

SA JPMorgan Large Cap Core Portfolio WFC ($80.28) Holding Chart

SA JPMorgan Large Cap Core Portfolio WFC ($80.28) 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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