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Wipfli Financial Advisors’s QCR Holdings QCRH Stock Holding History

Wipfli Financial Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$486K Buy
+9,523
New +$533K 0.03% 228

Other funds holding QCRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in QCR Holdings (QCRH) in Q3 2022: 9,523 shares worth $486K. The stake represents 0.03% of the portfolio and ranks #228 among its holdings.

155 funds tracked by Wall St. Rank hold QCRH as of Q3 2022.

  • Wipfli Financial Advisors held 9,523 shares of QCR Holdings worth $486K as of Q3 2022.
  • QCR Holdings was a new Wipfli Financial Advisors position in Q3 2022.
  • QCR Holdings made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #228 holding.
  • 155 funds tracked by Wall St. Rank held QCR Holdings as of Q3 2022.

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