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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