WFA
BBDC icon

Wipfli Financial Advisors’s Barings BDC BBDC Stock Holding History

Wipfli Financial Advisors’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4K Buy
+517
New +$4.99K ﹤0.01% 2120

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Barings BDC (BBDC) in Q3 2022: 517 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2120 among its holdings.

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

  • Wipfli Financial Advisors held 517 shares of Barings BDC worth $4K as of Q3 2022.
  • Barings BDC was a new Wipfli Financial Advisors position in Q3 2022.
  • Barings BDC made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2120 holding.
  • 204 funds tracked by Wall St. Rank held Barings BDC as of Q3 2022.

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