Wipfli Financial Advisors’s Plumas Bancorp PLBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Buy	+21	New	+$629	﹤0.01%	2478

Other funds holding PLBC

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

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

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Plumas Bancorp (PLBC) in Q3 2022: 21 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2478 among its holdings.

32 funds tracked by Wall St. Rank hold PLBC as of Q3 2022.

Wipfli Financial Advisors held 21 shares of Plumas Bancorp worth $1K as of Q3 2022.
Plumas Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
Plumas Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2478 holding.
32 funds tracked by Wall St. Rank held Plumas Bancorp as of Q3 2022.

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