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Wipfli Financial Advisors’s Herc Holdings HRI Stock Holding History

Wipfli Financial Advisors’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+24
New +$2.67K ﹤0.01% 2289

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Herc Holdings (HRI) in Q3 2022: 24 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2289 among its holdings.

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

  • Wipfli Financial Advisors held 24 shares of Herc Holdings worth $2K as of Q3 2022.
  • Herc Holdings was a new Wipfli Financial Advisors position in Q3 2022.
  • Herc Holdings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2289 holding.
  • 229 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2022.

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