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Wipfli Financial Advisors’s Materion MTRN Stock Holding History

Wipfli Financial Advisors’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1K Buy
+9
New +$742 ﹤0.01% 2456

Other funds holding MTRN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Materion (MTRN) in Q3 2022: 9 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2456 among its holdings.

203 funds tracked by Wall St. Rank hold MTRN as of Q3 2022.

  • Wipfli Financial Advisors held 9 shares of Materion worth $1K as of Q3 2022.
  • Materion was a new Wipfli Financial Advisors position in Q3 2022.
  • Materion made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2456 holding.
  • 203 funds tracked by Wall St. Rank held Materion as of Q3 2022.

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