Wipfli Financial Advisors’s Octave Specialty Group OSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4K	Buy	+277	New	+$3.69K	﹤0.01%	2116

Other funds holding OSG

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

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

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

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

Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Wipfli Financial Advisors opened a new position in Octave Specialty Group (OSG) in Q3 2022: 277 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2116 among its holdings.

154 funds tracked by Wall St. Rank hold OSG as of Q3 2022.

Wipfli Financial Advisors held 277 shares of Octave Specialty Group worth $4K as of Q3 2022.
Octave Specialty Group was a new Wipfli Financial Advisors position in Q3 2022.
Octave Specialty Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2116 holding.
154 funds tracked by Wall St. Rank held Octave Specialty Group as of Q3 2022.

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