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Wipfli Financial Advisors’s Brunswick BC Stock Holding History

Wipfli Financial Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$50K Buy
+770
New +$57.8K ﹤0.01% 1072

Other funds holding BC

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Brunswick (BC) in Q3 2022: 770 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

377 funds tracked by Wall St. Rank hold BC as of Q3 2022.

  • Wipfli Financial Advisors held 770 shares of Brunswick worth $50K as of Q3 2022.
  • Brunswick was a new Wipfli Financial Advisors position in Q3 2022.
  • Brunswick made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1072 holding.
  • 377 funds tracked by Wall St. Rank held Brunswick as of Q3 2022.

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