Wipfli Financial Advisors’s Five Below FIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$63K	Buy	+455	New	+$59.7K	﹤0.01%	964

Other funds holding FIVE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

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

Wipfli Financial Advisors opened a new position in Five Below (FIVE) in Q3 2022: 455 shares worth $63K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings.

425 funds tracked by Wall St. Rank hold FIVE as of Q3 2022.

Wipfli Financial Advisors held 455 shares of Five Below worth $63K as of Q3 2022.
Five Below was a new Wipfli Financial Advisors position in Q3 2022.
Five Below made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #964 holding.
425 funds tracked by Wall St. Rank held Five Below as of Q3 2022.

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