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Wipfli Financial Advisors’s MSCI MSCI Stock Holding History

Wipfli Financial Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$446K Buy
+1,057
New +$484K 0.03% 248

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in MSCI (MSCI) in Q3 2022: 1,057 shares worth $446K. The stake represents 0.03% of the portfolio and ranks #248 among its holdings.

740 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

  • Wipfli Financial Advisors held 1,057 shares of MSCI worth $446K as of Q3 2022.
  • MSCI was a new Wipfli Financial Advisors position in Q3 2022.
  • MSCI made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #248 holding.
  • 740 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

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