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Wipfli Financial Advisors’s Bankunited BKU Stock Holding History

Wipfli Financial Advisors’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$13K Buy
+366
New +$13.7K ﹤0.01% 1737

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Bankunited (BKU) in Q3 2022: 366 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1737 among its holdings.

235 funds tracked by Wall St. Rank hold BKU as of Q3 2022.

  • Wipfli Financial Advisors held 366 shares of Bankunited worth $13K as of Q3 2022.
  • Bankunited was a new Wipfli Financial Advisors position in Q3 2022.
  • Bankunited made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1737 holding.
  • 235 funds tracked by Wall St. Rank held Bankunited as of Q3 2022.

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