Wipfli Financial Advisors’s Heritage Commerce HTBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$24K	Buy	+2,131	New	+$24.5K	﹤0.01%	1491

Other funds holding HTBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Heritage Commerce (HTBK) in Q3 2022: 2,131 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings.

144 funds tracked by Wall St. Rank hold HTBK as of Q3 2022.

Wipfli Financial Advisors held 2,131 shares of Heritage Commerce worth $24K as of Q3 2022.
Heritage Commerce was a new Wipfli Financial Advisors position in Q3 2022.
Heritage Commerce made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1491 holding.
144 funds tracked by Wall St. Rank held Heritage Commerce as of Q3 2022.

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