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Wipfli Financial Advisors’s Nasdaq NDAQ Stock Holding History

Wipfli Financial Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$288K Buy
+5,076
New +$299K 0.02% 336

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Nasdaq (NDAQ) in Q3 2022: 5,076 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings.

682 funds tracked by Wall St. Rank hold NDAQ as of Q3 2022.

  • Wipfli Financial Advisors held 5,076 shares of Nasdaq worth $288K as of Q3 2022.
  • Nasdaq was a new Wipfli Financial Advisors position in Q3 2022.
  • Nasdaq made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #336 holding.
  • 682 funds tracked by Wall St. Rank held Nasdaq as of Q3 2022.

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