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Wipfli Financial Advisors’s Definitive Healthcare DH Stock Holding History

Wipfli Financial Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1K Buy
+49
New +$1.08K ﹤0.01% 2397

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
SEM
Spectrum Equity Management San Francisco, California $39.1M AUM 63.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Definitive Healthcare (DH) in Q3 2022: 49 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2397 among its holdings.

123 funds tracked by Wall St. Rank hold DH as of Q3 2022.

  • Wipfli Financial Advisors held 49 shares of Definitive Healthcare worth $1K as of Q3 2022.
  • Definitive Healthcare was a new Wipfli Financial Advisors position in Q3 2022.
  • Definitive Healthcare made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2397 holding.
  • 123 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2022.

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