WFA
CIO

Wipfli Financial Advisors’s City Office REIT CIO Stock Holding History

Wipfli Financial Advisors’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3K Buy
+292
New +$3.6K ﹤0.01% 2193

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in City Office REIT (CIO) in Q3 2022: 292 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2193 among its holdings.

147 funds tracked by Wall St. Rank hold CIO as of Q3 2022.

  • Wipfli Financial Advisors held 292 shares of City Office REIT worth $3K as of Q3 2022.
  • City Office REIT was a new Wipfli Financial Advisors position in Q3 2022.
  • City Office REIT made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2193 holding.
  • 147 funds tracked by Wall St. Rank held City Office REIT as of Q3 2022.

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