Steven Romick WFC Holdings History
Number of Shares
3.50 Mil
Current Holdings Value*
$197.54 Mil
% of Portfolio
3.09%
Total Estimate Gain
$47.50 Mil
% of Total Estimate Gain
15.43%
Steven Romick's Wells Fargo & Co Holding Summary
As of 2024-09-30, FPA Crescent Fund held 3.50 Mil shares of Wells Fargo & Co(WFC), totaling $197.54 Mil. This investment constitutes 3.09% of their stock portfolio, and FPA Crescent Fund now holds 0.1% 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 6 sales at an average price of $44.04 for 2.88 Mil shares. Based on historical transaction data and WFC's current price of $65.30, Steven Romick's estimated gain on his WFC holdings is $47.50 Mil, reflecting a 15.43% gain to date.
Steven Romick WFC ($65.30) Holding Chart
Steven Romick WFC ($65.30) 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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