Wipfli Financial Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$162K	Buy	+405	New	+$171K	0.01%	519

Other funds holding FDS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Wipfli Financial Advisors opened a new position in Factset (FDS) in Q3 2022: 405 shares worth $162K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings.

692 funds tracked by Wall St. Rank hold FDS as of Q3 2022.

Wipfli Financial Advisors held 405 shares of Factset worth $162K as of Q3 2022.
Factset was a new Wipfli Financial Advisors position in Q3 2022.
Factset made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #519 holding.
692 funds tracked by Wall St. Rank held Factset as of Q3 2022.

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