Wipfli Financial Advisors’s Portland General Electric POR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$61K	Buy	+1,391	New	+$71.1K	﹤0.01%	984

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Portland General Electric (POR) in Q3 2022: 1,391 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

362 funds tracked by Wall St. Rank hold POR as of Q3 2022.

Wipfli Financial Advisors held 1,391 shares of Portland General Electric worth $61K as of Q3 2022.
Portland General Electric was a new Wipfli Financial Advisors position in Q3 2022.
Portland General Electric made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #984 holding.
362 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2022.

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