Wipfli Financial Advisors’s Barclays BCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$245K	Buy	+38,318	New	+$295K	0.02%	387

Other funds holding BCS

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Barclays (BCS) in Q3 2022: 38,318 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #387 among its holdings.

273 funds tracked by Wall St. Rank hold BCS as of Q3 2022.

Wipfli Financial Advisors held 38,318 shares of Barclays worth $245K as of Q3 2022.
Barclays was a new Wipfli Financial Advisors position in Q3 2022.
Barclays made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #387 holding.
273 funds tracked by Wall St. Rank held Barclays as of Q3 2022.

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