Wipfli Financial Advisors’s Civista Bancshares CIVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4K	Buy	+191	New	+$4.11K	﹤0.01%	2129

Other funds holding CIVB

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Civista Bancshares (CIVB) in Q3 2022: 191 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2129 among its holdings.

98 funds tracked by Wall St. Rank hold CIVB as of Q3 2022.

Wipfli Financial Advisors held 191 shares of Civista Bancshares worth $4K as of Q3 2022.
Civista Bancshares was a new Wipfli Financial Advisors position in Q3 2022.
Civista Bancshares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2129 holding.
98 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2022.

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