Wipfli Financial Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$61K	Buy	+4,436	New	+$73.2K	﹤0.01%	986

Other funds holding ROIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Retail Opportunity Investments Corp. (ROIC) in Q3 2022: 4,436 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings.

226 funds tracked by Wall St. Rank hold ROIC as of Q3 2022.

Wipfli Financial Advisors held 4,436 shares of Retail Opportunity Investments Corp. worth $61K as of Q3 2022.
Retail Opportunity Investments Corp. was a new Wipfli Financial Advisors position in Q3 2022.
Retail Opportunity Investments Corp. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #986 holding.
226 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q3 2022.

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