WFA
PGRE

Wipfli Financial Advisors’s Paramount Group PGRE Stock Holding History

Wipfli Financial Advisors’s Portfolio PGRE Stock Details PGRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$43K Buy
+6,769
New +$48.8K ﹤0.01% 1166

Other funds holding PGRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Paramount Group (PGRE) in Q3 2022: 6,769 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings.

170 funds tracked by Wall St. Rank hold PGRE as of Q3 2022.

  • Wipfli Financial Advisors held 6,769 shares of Paramount Group worth $43K as of Q3 2022.
  • Paramount Group was a new Wipfli Financial Advisors position in Q3 2022.
  • Paramount Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1166 holding.
  • 170 funds tracked by Wall St. Rank held Paramount Group as of Q3 2022.

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