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Wipfli Financial Advisors’s Allegion ALLE Stock Holding History

Wipfli Financial Advisors’s Portfolio ALLE Stock Details ALLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$40K Buy
+443
New +$43.9K ﹤0.01% 1205

Other funds holding ALLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

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

Wipfli Financial Advisors opened a new position in Allegion (ALLE) in Q3 2022: 443 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings.

491 funds tracked by Wall St. Rank hold ALLE as of Q3 2022.

  • Wipfli Financial Advisors held 443 shares of Allegion worth $40K as of Q3 2022.
  • Allegion was a new Wipfli Financial Advisors position in Q3 2022.
  • Allegion made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1205 holding.
  • 491 funds tracked by Wall St. Rank held Allegion as of Q3 2022.

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