WFA
GMS

Wipfli Financial Advisors’s GMS Inc GMS Stock Holding History

Wipfli Financial Advisors’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$18K Buy
+441
New +$21.1K ﹤0.01% 1604

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in GMS Inc (GMS) in Q3 2022: 441 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1604 among its holdings.

229 funds tracked by Wall St. Rank hold GMS as of Q3 2022.

  • Wipfli Financial Advisors held 441 shares of GMS Inc worth $18K as of Q3 2022.
  • GMS Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • GMS Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1604 holding.
  • 229 funds tracked by Wall St. Rank held GMS Inc as of Q3 2022.

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