Wipfli Financial Advisors’s Alexander & Baldwin ALEX Stock Holding History

Wipfli Financial Advisors’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$35K	Buy	+2,135	New	+$39.2K	﹤0.01%	1283

Other funds holding ALEX

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Alexander & Baldwin (ALEX) in Q3 2022: 2,135 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings.

204 funds tracked by Wall St. Rank hold ALEX as of Q3 2022.

Wipfli Financial Advisors held 2,135 shares of Alexander & Baldwin worth $35K as of Q3 2022.
Alexander & Baldwin was a new Wipfli Financial Advisors position in Q3 2022.
Alexander & Baldwin made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1283 holding.
204 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q3 2022.

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