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Wipfli Financial Advisors’s Quaker Houghton KWR Stock Holding History

Wipfli Financial Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$6K Buy
+44
New +$7.22K ﹤0.01% 2026

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Quaker Houghton (KWR) in Q3 2022: 44 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2026 among its holdings.

214 funds tracked by Wall St. Rank hold KWR as of Q3 2022.

  • Wipfli Financial Advisors held 44 shares of Quaker Houghton worth $6K as of Q3 2022.
  • Quaker Houghton was a new Wipfli Financial Advisors position in Q3 2022.
  • Quaker Houghton made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2026 holding.
  • 214 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2022.

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