Wipfli Financial Advisors’s Main Street Capital MAIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$16K	Buy	+473	New	+$19.5K	﹤0.01%	1661

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Main Street Capital (MAIN) in Q3 2022: 473 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings.

247 funds tracked by Wall St. Rank hold MAIN as of Q3 2022.

Wipfli Financial Advisors held 473 shares of Main Street Capital worth $16K as of Q3 2022.
Main Street Capital was a new Wipfli Financial Advisors position in Q3 2022.
Main Street Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1661 holding.
247 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2022.

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