WFA
BELFB

Wipfli Financial Advisors’s Bel Fuse Inc Class B BELFB Stock Holding History

Wipfli Financial Advisors’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+84
New +$1.97K ﹤0.01% 2264

Other funds holding BELFB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Bel Fuse Inc Class B (BELFB) in Q3 2022: 84 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2264 among its holdings.

83 funds tracked by Wall St. Rank hold BELFB as of Q3 2022.

  • Wipfli Financial Advisors held 84 shares of Bel Fuse Inc Class B worth $2K as of Q3 2022.
  • Bel Fuse Inc Class B was a new Wipfli Financial Advisors position in Q3 2022.
  • Bel Fuse Inc Class B made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2264 holding.
  • 83 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2022.

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