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Wipfli Financial Advisors’s Cass Information Systems CASS Stock Holding History

Wipfli Financial Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4K Buy
+121
New +$4.34K ﹤0.01% 2126

Other funds holding CASS

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Cass Information Systems (CASS) in Q3 2022: 121 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2126 among its holdings.

121 funds tracked by Wall St. Rank hold CASS as of Q3 2022.

  • Wipfli Financial Advisors held 121 shares of Cass Information Systems worth $4K as of Q3 2022.
  • Cass Information Systems was a new Wipfli Financial Advisors position in Q3 2022.
  • Cass Information Systems made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2126 holding.
  • 121 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2022.

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