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Wipfli Financial Advisors’s Pricesmart PSMT Stock Holding History

Wipfli Financial Advisors’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+29
New +$1.88K ﹤0.01% 2312

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Pricesmart (PSMT) in Q3 2022: 29 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2312 among its holdings.

211 funds tracked by Wall St. Rank hold PSMT as of Q3 2022.

  • Wipfli Financial Advisors held 29 shares of Pricesmart worth $2K as of Q3 2022.
  • Pricesmart was a new Wipfli Financial Advisors position in Q3 2022.
  • Pricesmart made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2312 holding.
  • 211 funds tracked by Wall St. Rank held Pricesmart as of Q3 2022.

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