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Wipfli Financial Advisors’s Navient NAVI Stock Holding History

Wipfli Financial Advisors’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$88K Buy
+5,991
New +$91.5K 0.01% 790

Other funds holding NAVI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Navient (NAVI) in Q3 2022: 5,991 shares worth $88K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings.

258 funds tracked by Wall St. Rank hold NAVI as of Q3 2022.

  • Wipfli Financial Advisors held 5,991 shares of Navient worth $88K as of Q3 2022.
  • Navient was a new Wipfli Financial Advisors position in Q3 2022.
  • Navient made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #790 holding.
  • 258 funds tracked by Wall St. Rank held Navient as of Q3 2022.

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