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Wipfli Financial Advisors’s Energy Recovery ERII Stock Holding History

Wipfli Financial Advisors’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$6K Buy
+253
New +$5.7K ﹤0.01% 2008

Other funds holding ERII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Energy Recovery (ERII) in Q3 2022: 253 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2008 among its holdings.

177 funds tracked by Wall St. Rank hold ERII as of Q3 2022.

  • Wipfli Financial Advisors held 253 shares of Energy Recovery worth $6K as of Q3 2022.
  • Energy Recovery was a new Wipfli Financial Advisors position in Q3 2022.
  • Energy Recovery made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2008 holding.
  • 177 funds tracked by Wall St. Rank held Energy Recovery as of Q3 2022.

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