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Wipfli Financial Advisors’s NewMarket NEU Stock Holding History

Wipfli Financial Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$23K Buy
+75
New +$22.5K ﹤0.01% 1517

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in NewMarket (NEU) in Q3 2022: 75 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings.

229 funds tracked by Wall St. Rank hold NEU as of Q3 2022.

  • Wipfli Financial Advisors held 75 shares of NewMarket worth $23K as of Q3 2022.
  • NewMarket was a new Wipfli Financial Advisors position in Q3 2022.
  • NewMarket made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1517 holding.
  • 229 funds tracked by Wall St. Rank held NewMarket as of Q3 2022.

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