Wipfli Financial Advisors’s Moelis & Co MC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$29K	Buy	+851	New	+$35.6K	﹤0.01%	1395

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Moelis & Co (MC) in Q3 2022: 851 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings.

246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

Wipfli Financial Advisors held 851 shares of Moelis & Co worth $29K as of Q3 2022.
Moelis & Co was a new Wipfli Financial Advisors position in Q3 2022.
Moelis & Co made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1395 holding.
246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

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