OneAscent Wealth Management’s Wipro WIT Stock Holding History

OneAscent Wealth Management’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 Q3	–	Sell	-43,208	Closed	-$115K	–	194
2022 Q2	$115K	Buy	43,208 +2,022	+5%	+$6.37K	0.06%	177
2022 Q1	$159K	Buy	+41,186	New	+$162K	0.08%	203

Other funds holding WIT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

OneAscent Wealth Management's WIT Position: Q3 2022 in Review

OneAscent Wealth Management sold out of Wipro (WIT) in Q3 2022, closing a stake of 43,208 shares — an estimated $115K sold.

OneAscent Wealth Management first reported a position in WIT in Q1 2022 and held it in 2 quarters. The position peaked at $159K in Q1 2022. 194 funds tracked by Wall St. Rank hold WIT as of Q3 2022.

OneAscent Wealth Management reported no remaining Wipro position as of Q3 2022 after selling out during the quarter.
OneAscent Wealth Management sold 43,208 Wipro shares in Q3 2022, an estimated $115K.
OneAscent Wealth Management first reported a position in Wipro in Q1 2022 and held it in 2 quarters.
OneAscent Wealth Management's Wipro position peaked at $159K in Q1 2022.
194 funds tracked by Wall St. Rank held Wipro as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.