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Wipfli Financial Advisors’s Pennant Group PNTG Stock Holding History

Wipfli Financial Advisors’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+146
New +$2.09K ﹤0.01% 2311

Other funds holding PNTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Pennant Group (PNTG) in Q3 2022: 146 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2311 among its holdings.

126 funds tracked by Wall St. Rank hold PNTG as of Q3 2022.

  • Wipfli Financial Advisors held 146 shares of Pennant Group worth $2K as of Q3 2022.
  • Pennant Group was a new Wipfli Financial Advisors position in Q3 2022.
  • Pennant Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2311 holding.
  • 126 funds tracked by Wall St. Rank held Pennant Group as of Q3 2022.

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