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Wipfli Financial Advisors’s Morningstar MORN Stock Holding History

Wipfli Financial Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$24K Buy
+115
New +$27.3K ﹤0.01% 1493

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Morningstar (MORN) in Q3 2022: 115 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings.

313 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

  • Wipfli Financial Advisors held 115 shares of Morningstar worth $24K as of Q3 2022.
  • Morningstar was a new Wipfli Financial Advisors position in Q3 2022.
  • Morningstar made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1493 holding.
  • 313 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

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