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Wipfli Financial Advisors’s BRC Inc BRCC Stock Holding History

Wipfli Financial Advisors’s Portfolio BRCC Stock Details BRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$12K Buy
+1,530
New +$13.8K ﹤0.01% 1771

Other funds holding BRCC

EC
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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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Wipfli Financial Advisors opened a new position in BRC Inc (BRCC) in Q3 2022: 1,530 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings.

115 funds tracked by Wall St. Rank hold BRCC as of Q3 2022.

  • Wipfli Financial Advisors held 1,530 shares of BRC Inc worth $12K as of Q3 2022.
  • BRC Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • BRC Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1771 holding.
  • 115 funds tracked by Wall St. Rank held BRC Inc as of Q3 2022.

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