WFA
ADAM

Wipfli Financial Advisors’s Adamas Trust ADAM Stock Holding History

Wipfli Financial Advisors’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$30K Buy
+3,037
New +$34.4K ﹤0.01% 1378

Other funds holding ADAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's ADAM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Adamas Trust (ADAM) in Q3 2022: 3,037 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings.

226 funds tracked by Wall St. Rank hold ADAM as of Q3 2022.

  • Wipfli Financial Advisors held 3,037 shares of Adamas Trust worth $30K as of Q3 2022.
  • Adamas Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • Adamas Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1378 holding.
  • 226 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.