Wipfli Financial Advisors’s Apogee Enterprises APOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3K	Buy	+68	New	+$2.77K	﹤0.01%	2187

Other funds holding APOG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

Wipfli Financial Advisors opened a new position in Apogee Enterprises (APOG) in Q3 2022: 68 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2187 among its holdings.

188 funds tracked by Wall St. Rank hold APOG as of Q3 2022.

Wipfli Financial Advisors held 68 shares of Apogee Enterprises worth $3K as of Q3 2022.
Apogee Enterprises was a new Wipfli Financial Advisors position in Q3 2022.
Apogee Enterprises made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2187 holding.
188 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2022.

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