WFA
MSM icon

Wipfli Financial Advisors’s MSC Industrial Direct MSM Stock Holding History

Wipfli Financial Advisors’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$17K Buy
+235
New +$18.5K ﹤0.01% 1635

Other funds holding MSM

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in MSC Industrial Direct (MSM) in Q3 2022: 235 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings.

358 funds tracked by Wall St. Rank hold MSM as of Q3 2022.

  • Wipfli Financial Advisors held 235 shares of MSC Industrial Direct worth $17K as of Q3 2022.
  • MSC Industrial Direct was a new Wipfli Financial Advisors position in Q3 2022.
  • MSC Industrial Direct made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1635 holding.
  • 358 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2022.

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