Wipfli Financial Advisors’s Costco COST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.01M	Buy	+6,373	New	+$3.31M	0.21%	51

Other funds holding COST

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

BlackRock New York $5.72T AUM 30.48% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Costco (COST) in Q3 2022: 6,373 shares worth $3.01M. The stake represents 0.21% of the portfolio and ranks #51 among its holdings.

2,819 funds tracked by Wall St. Rank hold COST as of Q3 2022.

Wipfli Financial Advisors held 6,373 shares of Costco worth $3.01M as of Q3 2022.
Costco was a new Wipfli Financial Advisors position in Q3 2022.
Costco made up 0.21% of Wipfli Financial Advisors's portfolio in Q3 2022, its #51 holding.
2,819 funds tracked by Wall St. Rank held Costco as of Q3 2022.

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