WFA
BGC icon

Wipfli Financial Advisors’s BGC Group BGC Stock Holding History

Wipfli Financial Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5K Buy
+1,450
New +$5.61K ﹤0.01% 2063

Other funds holding BGC

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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in BGC Group (BGC) in Q3 2022: 1,450 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2063 among its holdings.

208 funds tracked by Wall St. Rank hold BGC as of Q3 2022.

  • Wipfli Financial Advisors held 1,450 shares of BGC Group worth $5K as of Q3 2022.
  • BGC Group was a new Wipfli Financial Advisors position in Q3 2022.
  • BGC Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2063 holding.
  • 208 funds tracked by Wall St. Rank held BGC Group as of Q3 2022.

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