Wipfli Financial Advisors’s Barings Participation Investors MPV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$15K	Buy	+1,352	New	+$16.8K	﹤0.01%	1691

Other funds holding MPV

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Barings Participation Investors (MPV) in Q3 2022: 1,352 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings.

24 funds tracked by Wall St. Rank hold MPV as of Q3 2022.

Wipfli Financial Advisors held 1,352 shares of Barings Participation Investors worth $15K as of Q3 2022.
Barings Participation Investors was a new Wipfli Financial Advisors position in Q3 2022.
Barings Participation Investors made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1691 holding.
24 funds tracked by Wall St. Rank held Barings Participation Investors as of Q3 2022.

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