Wipfli Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6K	Buy	+529	New	+$7.8K	﹤0.01%	2016

Other funds holding HCSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Healthcare Services Group (HCSG) in Q3 2022: 529 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2016 among its holdings.

212 funds tracked by Wall St. Rank hold HCSG as of Q3 2022.

Wipfli Financial Advisors held 529 shares of Healthcare Services Group worth $6K as of Q3 2022.
Healthcare Services Group was a new Wipfli Financial Advisors position in Q3 2022.
Healthcare Services Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2016 holding.
212 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2022.

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