WFA
FRG

Wipfli Financial Advisors’s Franchise Group, Inc. FRG Stock Holding History

Wipfli Financial Advisors’s Portfolio FRG Stock Details FRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+60
New +$1.97K ﹤0.01% 2346

Other funds holding FRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Franchise Group, Inc. (FRG) in Q3 2022: 60 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2346 among its holdings.

146 funds tracked by Wall St. Rank hold FRG as of Q3 2022.

  • Wipfli Financial Advisors held 60 shares of Franchise Group, Inc. worth $2K as of Q3 2022.
  • Franchise Group, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • Franchise Group, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2346 holding.
  • 146 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q3 2022.

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