UBS U.S. Allocation Fund WFC Holdings History
UBS U.S. Allocation Fund's Wells Fargo & Co Holding Summary
As of 2025-02-28, UBS INVESTMENT TRUST held 41,215.00 shares of Wells Fargo & Co(WFC), totaling $3.23 Mil. This investment constitutes 2.19% of their stock portfolio, and UBS INVESTMENT TRUST now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q4. And since then UBS U.S. Allocation Fund has made 5 purchases of WFC, at an average price of $31.37, for a total of 176,022.00 shares. In addition, there have been 14 sales at an average price of $39.66 for 134,807.00 shares. Based on historical transaction data and WFC's current price of $83.43, UBS U.S. Allocation Fund's estimated gain on his WFC holdings is $3.26 Mil, reflecting a 59.09% gain to date.
UBS U.S. Allocation Fund WFC ($83.43) Holding Chart
UBS U.S. Allocation Fund WFC ($83.43) 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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