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Wipfli Financial Advisors’s Northern Trust NTRS Stock Holding History

Wipfli Financial Advisors’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$85K Buy
+983
New +$94.9K 0.01% 802

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Northern Trust (NTRS) in Q3 2022: 983 shares worth $85K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings.

674 funds tracked by Wall St. Rank hold NTRS as of Q3 2022.

  • Wipfli Financial Advisors held 983 shares of Northern Trust worth $85K as of Q3 2022.
  • Northern Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • Northern Trust made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #802 holding.
  • 674 funds tracked by Wall St. Rank held Northern Trust as of Q3 2022.

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