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Wipfli Financial Advisors’s Marcus Corp MCS Stock Holding History

Wipfli Financial Advisors’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1K Buy
+100
New +$1.61K ﹤0.01% 2447

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Marcus Corp (MCS) in Q3 2022: 100 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2447 among its holdings.

159 funds tracked by Wall St. Rank hold MCS as of Q3 2022.

  • Wipfli Financial Advisors held 100 shares of Marcus Corp worth $1K as of Q3 2022.
  • Marcus Corp was a new Wipfli Financial Advisors position in Q3 2022.
  • Marcus Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2447 holding.
  • 159 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2022.

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