Wipfli Financial Advisors’s CAMBRIDGE BANCORP CATC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3K	Buy	+34	New	+$2.79K	﹤0.01%	2249

Other funds holding CATC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in CAMBRIDGE BANCORP (CATC) in Q3 2022: 34 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2249 among its holdings.

109 funds tracked by Wall St. Rank hold CATC as of Q3 2022.

Wipfli Financial Advisors held 34 shares of CAMBRIDGE BANCORP worth $3K as of Q3 2022.
CAMBRIDGE BANCORP was a new Wipfli Financial Advisors position in Q3 2022.
CAMBRIDGE BANCORP made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2249 holding.
109 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2022.

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