WFA
ASTH icon

Wipfli Financial Advisors’s Astrana Health ASTH Stock Holding History

Wipfli Financial Advisors’s Portfolio ASTH Stock Details ASTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3K Buy
+89
New +$4.07K ﹤0.01% 2244

Other funds holding ASTH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Astrana Health (ASTH) in Q3 2022: 89 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2244 among its holdings.

154 funds tracked by Wall St. Rank hold ASTH as of Q3 2022.

  • Wipfli Financial Advisors held 89 shares of Astrana Health worth $3K as of Q3 2022.
  • Astrana Health was a new Wipfli Financial Advisors position in Q3 2022.
  • Astrana Health made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2244 holding.
  • 154 funds tracked by Wall St. Rank held Astrana Health as of Q3 2022.

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