WFA
ORC

Wipfli Financial Advisors’s Orchid Island Capital ORC Stock Holding History

Wipfli Financial Advisors’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+195
New +$2.71K ﹤0.01% 2306

Other funds holding ORC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Orchid Island Capital (ORC) in Q3 2022: 195 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2306 among its holdings.

81 funds tracked by Wall St. Rank hold ORC as of Q3 2022.

  • Wipfli Financial Advisors held 195 shares of Orchid Island Capital worth $2K as of Q3 2022.
  • Orchid Island Capital was a new Wipfli Financial Advisors position in Q3 2022.
  • Orchid Island Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2306 holding.
  • 81 funds tracked by Wall St. Rank held Orchid Island Capital as of Q3 2022.

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