Wipfli Financial Advisors’s Northwest Natural Holdings NWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$46K	Buy	+1,060	New	+$53.7K	﹤0.01%	1118

Other funds holding NWN

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Northwest Natural Holdings (NWN) in Q3 2022: 1,060 shares worth $46K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings.

234 funds tracked by Wall St. Rank hold NWN as of Q3 2022.

Wipfli Financial Advisors held 1,060 shares of Northwest Natural Holdings worth $46K as of Q3 2022.
Northwest Natural Holdings was a new Wipfli Financial Advisors position in Q3 2022.
Northwest Natural Holdings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1118 holding.
234 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2022.

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