WAYCROSS MANAGED RISK EQUITY FUND WFC Holdings History
WAYCROSS MANAGED RISK EQUITY FUND's Wells Fargo & Co Holding Summary
As of 2025-02-28, WAYCROSS MANAGED RISK EQUITY FUND held 30,040.00 shares of Wells Fargo & Co(WFC), totaling $2.35 Mil. This investment constitutes 4.39% of their stock portfolio, and WAYCROSS MANAGED RISK EQUITY FUND now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2022Q3. And since then WAYCROSS MANAGED RISK EQUITY FUND has made 2 purchases of WFC, at an average price of $42.12, for a total of 57,576.00 shares. In addition, there have been 3 sales at an average price of $40.64 for 27,536.00 shares. Based on historical transaction data and WFC's current price of $83.87, WAYCROSS MANAGED RISK EQUITY FUND's estimated gain on his WFC holdings is $1.21 Mil, reflecting a 50.04% gain to date.
WAYCROSS MANAGED RISK EQUITY FUND WFC ($83.87) Holding Chart
WAYCROSS MANAGED RISK EQUITY FUND WFC ($83.87) 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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