Wipfli Financial Advisors’s Nicolet Bankshares NIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$253K	Buy	+3,592	New	+$277K	0.02%	376

Other funds holding NIC

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Nicolet Bankshares (NIC) in Q3 2022: 3,592 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #376 among its holdings.

123 funds tracked by Wall St. Rank hold NIC as of Q3 2022.

Wipfli Financial Advisors held 3,592 shares of Nicolet Bankshares worth $253K as of Q3 2022.
Nicolet Bankshares was a new Wipfli Financial Advisors position in Q3 2022.
Nicolet Bankshares made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #376 holding.
123 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2022.

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