Steven Romick WFC Holdings History

Number of Shares
1.72 Mil
Current Holdings Value*
$123.14 Mil
% of Portfolio
2.15%
Total Estimate Gain
$65.29 Mil
% of Total Estimate Gain
21.21%

Steven Romick's Wells Fargo & Co Holding Summary

As of 2025-03-31, FPA Crescent Fund held 1.72 Mil shares of Wells Fargo & Co(WFC), totaling $123.14 Mil. This investment constitutes 2.15% of their stock portfolio, and FPA Crescent Fund now holds 0.05% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2018Q2. And since then Steven Romick has made 6 purchases of WFC, at an average price of $48.24, for a total of 6.38 Mil shares. In addition, there have been 8 sales at an average price of $54.45 for 4.67 Mil shares. Based on historical transaction data and WFC's current price of $69.43, Steven Romick's estimated gain on his WFC holdings is $65.29 Mil, reflecting a 21.21% gain to date.

Steven Romick WFC ($69.43) Holding Chart

Steven Romick WFC ($69.43) 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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