Six Circles U.S. Unconstrained Equity Fund WFC Holdings History
Six Circles U.S. Unconstrained Equity Fund's Wells Fargo & Co Holding Summary
As of 2025-03-31, Six Circles Trust held 11.17 Mil shares of Wells Fargo & Co(WFC), totaling $802.10 Mil. This investment constitutes 3.34% of their stock portfolio, and Six Circles Trust now holds 0.34% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q3. And since then Six Circles U.S. Unconstrained Equity Fund has made 11 purchases of WFC, at an average price of $60.48, for a total of 14.21 Mil shares. In addition, there have been 8 sales at an average price of $40.36 for 3.04 Mil shares. Based on historical transaction data and WFC's current price of $80.26, Six Circles U.S. Unconstrained Equity Fund's estimated gain on his WFC holdings is $159.87 Mil, reflecting a 18.60% gain to date.
Six Circles U.S. Unconstrained Equity Fund WFC ($80.26) Holding Chart
Six Circles U.S. Unconstrained Equity Fund WFC ($80.26) 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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