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Wipfli Financial Advisors’s Camden National CAC Stock Holding History

Wipfli Financial Advisors’s Portfolio CAC Stock Details CAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+43
New +$1.95K ﹤0.01% 2268

Other funds holding CAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Camden National (CAC) in Q3 2022: 43 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2268 among its holdings.

133 funds tracked by Wall St. Rank hold CAC as of Q3 2022.

  • Wipfli Financial Advisors held 43 shares of Camden National worth $2K as of Q3 2022.
  • Camden National was a new Wipfli Financial Advisors position in Q3 2022.
  • Camden National made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2268 holding.
  • 133 funds tracked by Wall St. Rank held Camden National as of Q3 2022.

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