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Wipfli Financial Advisors’s LGI Homes LGIH Stock Holding History

Wipfli Financial Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$28K Buy
+350
New +$34.3K ﹤0.01% 1413

Other funds holding LGIH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in LGI Homes (LGIH) in Q3 2022: 350 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

219 funds tracked by Wall St. Rank hold LGIH as of Q3 2022.

  • Wipfli Financial Advisors held 350 shares of LGI Homes worth $28K as of Q3 2022.
  • LGI Homes was a new Wipfli Financial Advisors position in Q3 2022.
  • LGI Homes made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1413 holding.
  • 219 funds tracked by Wall St. Rank held LGI Homes as of Q3 2022.

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