Marshall Financial Group (Maryland)’s Wipro WIT Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio WIT Stock Details WIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-296,096	Closed	-$697K	–	199
2022 Q3	$697K	Buy	296,096 +2,440	+0.8%	+$6.31K	0.29%	112
2022 Q2	$780K	Sell	293,656 -5,384	-2%	-$16.9K	0.31%	107
2022 Q1	$1.15M	Buy	299,040 +2,516	+0.8%	+$9.92K	0.47%	75
2021 Q4	$1.45M	Sell	296,524 -27,802	-9%	-$126K	0.53%	55
2021 Q3	$1.43M	Buy	324,326 +9,822	+3%	+$43K	0.74%	23
2021 Q2	$1.23M	Sell	314,504 -95,276	-23%	-$356K	0.66%	33
2021 Q1	$1.3M	Buy	409,780 +6,960	+2%	+$22.3K	0.78%	42
2020 Q4	$1.14M	Buy	+402,820	New	+$1.04M	0.74%	52

Other funds holding WIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marshall Financial Group (Maryland)'s WIT Position: Q4 2022 in Review

Marshall Financial Group (Maryland) sold out of Wipro (WIT) in Q4 2022, closing a stake of 296,096 shares — an estimated $697K sold.

Marshall Financial Group (Maryland) first reported a position in WIT in Q4 2020 and held it in 8 quarters. The position peaked at $1.45M in Q4 2021. 181 funds tracked by Wall St. Rank hold WIT as of Q4 2022.

Marshall Financial Group (Maryland) reported no remaining Wipro position as of Q4 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 296,096 Wipro shares in Q4 2022, an estimated $697K.
Marshall Financial Group (Maryland) first reported a position in Wipro in Q4 2020 and held it in 8 quarters.
Marshall Financial Group (Maryland)'s Wipro position peaked at $1.45M in Q4 2021.
181 funds tracked by Wall St. Rank held Wipro as of Q4 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2022, filed 1 Feb 2023.