WFA
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Wipfli Financial Advisors’s Advantage Solutions ADV Stock Holding History

Wipfli Financial Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4K Buy
+71
New +$6.54K ﹤0.01% 2115

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Advantage Solutions (ADV) in Q3 2022: 71 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2115 among its holdings.

119 funds tracked by Wall St. Rank hold ADV as of Q3 2022.

  • Wipfli Financial Advisors held 71 shares of Advantage Solutions worth $4K as of Q3 2022.
  • Advantage Solutions was a new Wipfli Financial Advisors position in Q3 2022.
  • Advantage Solutions made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2115 holding.
  • 119 funds tracked by Wall St. Rank held Advantage Solutions as of Q3 2022.

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