Wipfli Financial Advisors’s Penske Automotive Group PAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$32K	Buy	+323	New	+$36K	﹤0.01%	1334

Other funds holding PAG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Penske Automotive Group (PAG) in Q3 2022: 323 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings.

318 funds tracked by Wall St. Rank hold PAG as of Q3 2022.

Wipfli Financial Advisors held 323 shares of Penske Automotive Group worth $32K as of Q3 2022.
Penske Automotive Group was a new Wipfli Financial Advisors position in Q3 2022.
Penske Automotive Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1334 holding.
318 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2022.

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