Wipfli Financial Advisors’s Green Brick Partners GRBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$42K	Buy	+1,959	New	+$48.3K	﹤0.01%	1179

Other funds holding GRBK

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Green Brick Partners (GRBK) in Q3 2022: 1,959 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

187 funds tracked by Wall St. Rank hold GRBK as of Q3 2022.

Wipfli Financial Advisors held 1,959 shares of Green Brick Partners worth $42K as of Q3 2022.
Green Brick Partners was a new Wipfli Financial Advisors position in Q3 2022.
Green Brick Partners made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1179 holding.
187 funds tracked by Wall St. Rank held Green Brick Partners as of Q3 2022.

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