Wipfli Financial Advisors’s COPT Defense Properties CDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$9K	Buy	+367	New	+$9.62K	﹤0.01%	1874

Other funds holding CDP

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in COPT Defense Properties (CDP) in Q3 2022: 367 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1874 among its holdings.

231 funds tracked by Wall St. Rank hold CDP as of Q3 2022.

Wipfli Financial Advisors held 367 shares of COPT Defense Properties worth $9K as of Q3 2022.
COPT Defense Properties was a new Wipfli Financial Advisors position in Q3 2022.
COPT Defense Properties made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1874 holding.
231 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2022.

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