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Wipfli Financial Advisors’s Core Laboratories CLB Stock Holding History

Wipfli Financial Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$80K Buy
+5,921
New +$99.8K 0.01% 836

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Core Laboratories (CLB) in Q3 2022: 5,921 shares worth $80K. The stake represents 0.01% of the portfolio and ranks #836 among its holdings.

162 funds tracked by Wall St. Rank hold CLB as of Q3 2022.

  • Wipfli Financial Advisors held 5,921 shares of Core Laboratories worth $80K as of Q3 2022.
  • Core Laboratories was a new Wipfli Financial Advisors position in Q3 2022.
  • Core Laboratories made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #836 holding.
  • 162 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2022.

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