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Wipfli Financial Advisors’s Amalgamated Financial AMAL Stock Holding History

Wipfli Financial Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$19K Buy
+853
New +$19.1K ﹤0.01% 1584

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Amalgamated Financial (AMAL) in Q3 2022: 853 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings.

129 funds tracked by Wall St. Rank hold AMAL as of Q3 2022.

  • Wipfli Financial Advisors held 853 shares of Amalgamated Financial worth $19K as of Q3 2022.
  • Amalgamated Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • Amalgamated Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1584 holding.
  • 129 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2022.

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