Wipfli Financial Advisors’s FirstService FSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$40K	Buy	+332	New	+$42.4K	﹤0.01%	1209

Other funds holding FSV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in FirstService (FSV) in Q3 2022: 332 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings.

196 funds tracked by Wall St. Rank hold FSV as of Q3 2022.

Wipfli Financial Advisors held 332 shares of FirstService worth $40K as of Q3 2022.
FirstService was a new Wipfli Financial Advisors position in Q3 2022.
FirstService made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1209 holding.
196 funds tracked by Wall St. Rank held FirstService as of Q3 2022.

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