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Wipfli Financial Advisors’s Hercules Capital HTGC Stock Holding History

Wipfli Financial Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$22K Buy
+1,919
New +$27.4K ﹤0.01% 1531

Other funds holding HTGC

SIS
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VanEck Associates
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Hercules Capital (HTGC) in Q3 2022: 1,919 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings.

237 funds tracked by Wall St. Rank hold HTGC as of Q3 2022.

  • Wipfli Financial Advisors held 1,919 shares of Hercules Capital worth $22K as of Q3 2022.
  • Hercules Capital was a new Wipfli Financial Advisors position in Q3 2022.
  • Hercules Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1531 holding.
  • 237 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2022.

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