WFA
CIVI

Wipfli Financial Advisors’s Civitas Resources CIVI Stock Holding History

Wipfli Financial Advisors’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$93K Buy
+1,613
New +$95K 0.01% 760

Other funds holding CIVI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Civitas Resources (CIVI) in Q3 2022: 1,613 shares worth $93K. The stake represents 0.01% of the portfolio and ranks #760 among its holdings.

276 funds tracked by Wall St. Rank hold CIVI as of Q3 2022.

  • Wipfli Financial Advisors held 1,613 shares of Civitas Resources worth $93K as of Q3 2022.
  • Civitas Resources was a new Wipfli Financial Advisors position in Q3 2022.
  • Civitas Resources made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #760 holding.
  • 276 funds tracked by Wall St. Rank held Civitas Resources as of Q3 2022.

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