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Wipfli Financial Advisors’s Hamilton Beach Brands HBB Stock Holding History

Wipfli Financial Advisors’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$0 Buy
+40
New +$477 ﹤0.01% 2579

Other funds holding HBB

TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Hamilton Beach Brands (HBB) in Q3 2022: 40 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2579 among its holdings.

45 funds tracked by Wall St. Rank hold HBB as of Q3 2022.

  • Wipfli Financial Advisors held 40 shares of Hamilton Beach Brands worth $0 as of Q3 2022.
  • Hamilton Beach Brands was a new Wipfli Financial Advisors position in Q3 2022.
  • Hamilton Beach Brands made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2579 holding.
  • 45 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2022.

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