Utah Focus Fund WFC Holdings History
Number of Shares
1,600.00
Current Holdings Value*
$65,380.00
% of Portfolio
3.48%
Total Estimate Gain
$67,218.00
% of Total Estimate Gain
100.77%
Utah Focus Fund's Wells Fargo & Co Holding Summary
As of 2023-09-30, Utah Focus Fund held 1,600.00 shares of Wells Fargo & Co(WFC), totaling $65,380.00. This investment constitutes 3.48% of their stock portfolio, and Utah Focus Fund now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2023Q1. And since then Utah Focus Fund has made 1 purchases of WFC, at an average price of $41.69, for a total of 1,600.00 shares. Based on historical transaction data and WFC's current price of $83.70, Utah Focus Fund's estimated gain on his WFC holdings is $67,218.00, reflecting a 100.77% gain to date.
Utah Focus Fund WFC ($83.70) Holding Chart
Utah Focus Fund WFC ($83.70) 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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