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Wipfli Financial Advisors’s Ericsson ERIC Stock Holding History

Wipfli Financial Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$39K Buy
+6,719
New +$48.2K ﹤0.01% 1224

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Ericsson (ERIC) in Q3 2022: 6,719 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings.

300 funds tracked by Wall St. Rank hold ERIC as of Q3 2022.

  • Wipfli Financial Advisors held 6,719 shares of Ericsson worth $39K as of Q3 2022.
  • Ericsson was a new Wipfli Financial Advisors position in Q3 2022.
  • Ericsson made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1224 holding.
  • 300 funds tracked by Wall St. Rank held Ericsson as of Q3 2022.

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