Wipfli Financial Advisors’s The Marzetti Company MZTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$29K	Buy	+193	New	+$28.6K	﹤0.01%	1394

Other funds holding MZTI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in The Marzetti Company (MZTI) in Q3 2022: 193 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings.

272 funds tracked by Wall St. Rank hold MZTI as of Q3 2022.

Wipfli Financial Advisors held 193 shares of The Marzetti Company worth $29K as of Q3 2022.
The Marzetti Company was a new Wipfli Financial Advisors position in Q3 2022.
The Marzetti Company made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1394 holding.
272 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2022.

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