WFA
PFHD

Wipfli Financial Advisors’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History

Wipfli Financial Advisors’s Portfolio PFHD Stock Details PFHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+91
New +$2.32K ﹤0.01% 2351

Other funds holding PFHD

ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Professional Holding Corp. Class A Common stock (PFHD) in Q3 2022: 91 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2351 among its holdings.

88 funds tracked by Wall St. Rank hold PFHD as of Q3 2022.

  • Wipfli Financial Advisors held 91 shares of Professional Holding Corp. Class A Common stock worth $2K as of Q3 2022.
  • Professional Holding Corp. Class A Common stock was a new Wipfli Financial Advisors position in Q3 2022.
  • Professional Holding Corp. Class A Common stock made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2351 holding.
  • 88 funds tracked by Wall St. Rank held Professional Holding Corp. Class A Common stock as of Q3 2022.

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