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Wipfli Financial Advisors’s Polaris PII Stock Holding History

Wipfli Financial Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$51K Buy
+536
New +$60.1K ﹤0.01% 1065

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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 PII Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Polaris (PII) in Q3 2022: 536 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings.

430 funds tracked by Wall St. Rank hold PII as of Q3 2022.

  • Wipfli Financial Advisors held 536 shares of Polaris worth $51K as of Q3 2022.
  • Polaris was a new Wipfli Financial Advisors position in Q3 2022.
  • Polaris made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1065 holding.
  • 430 funds tracked by Wall St. Rank held Polaris as of Q3 2022.

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