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Wipfli Financial Advisors’s RBC Bearings RBC Stock Holding History

Wipfli Financial Advisors’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$13K Buy
+63
New +$14.5K ﹤0.01% 1757

Other funds holding RBC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in RBC Bearings (RBC) in Q3 2022: 63 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings.

297 funds tracked by Wall St. Rank hold RBC as of Q3 2022.

  • Wipfli Financial Advisors held 63 shares of RBC Bearings worth $13K as of Q3 2022.
  • RBC Bearings was a new Wipfli Financial Advisors position in Q3 2022.
  • RBC Bearings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1757 holding.
  • 297 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2022.

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