Wipfli Financial Advisors’s Carpenter Technology CRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$31K	Buy	+1,005	New	+$33.2K	﹤0.01%	1348

Other funds holding CRS

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Wipfli Financial Advisors opened a new position in Carpenter Technology (CRS) in Q3 2022: 1,005 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings.

191 funds tracked by Wall St. Rank hold CRS as of Q3 2022.

Wipfli Financial Advisors held 1,005 shares of Carpenter Technology worth $31K as of Q3 2022.
Carpenter Technology was a new Wipfli Financial Advisors position in Q3 2022.
Carpenter Technology made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1348 holding.
191 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2022.

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