Wipfli Financial Advisors’s Citigroup C Stock Holding History

Wipfli Financial Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$400K	Buy	+9,604	New	+$474K	0.03%	271

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Citigroup (C) in Q3 2022: 9,604 shares worth $400K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings.

1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

Wipfli Financial Advisors held 9,604 shares of Citigroup worth $400K as of Q3 2022.
Citigroup was a new Wipfli Financial Advisors position in Q3 2022.
Citigroup made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #271 holding.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

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