WFA
BIG

Wipfli Financial Advisors’s Big Lots, Inc. BIG Stock Holding History

Wipfli Financial Advisors’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$10K Buy
+617
New +$13.3K ﹤0.01% 1860

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Big Lots, Inc. (BIG) in Q3 2022: 617 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1860 among its holdings.

185 funds tracked by Wall St. Rank hold BIG as of Q3 2022.

  • Wipfli Financial Advisors held 617 shares of Big Lots, Inc. worth $10K as of Q3 2022.
  • Big Lots, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • Big Lots, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1860 holding.
  • 185 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q3 2022.

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