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Wipfli Financial Advisors’s ICU Medical ICUI Stock Holding History

Wipfli Financial Advisors’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$18K Buy
+119
New +$19.8K ﹤0.01% 1607

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
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BlackRock
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NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in ICU Medical (ICUI) in Q3 2022: 119 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings.

243 funds tracked by Wall St. Rank hold ICUI as of Q3 2022.

  • Wipfli Financial Advisors held 119 shares of ICU Medical worth $18K as of Q3 2022.
  • ICU Medical was a new Wipfli Financial Advisors position in Q3 2022.
  • ICU Medical made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1607 holding.
  • 243 funds tracked by Wall St. Rank held ICU Medical as of Q3 2022.

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