Wipfli Financial Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$12K	Buy	+341	New	+$13.4K	﹤0.01%	1794

Other funds holding SASR

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Sandy Spring Bancorp Inc (SASR) in Q3 2022: 341 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings.

203 funds tracked by Wall St. Rank hold SASR as of Q3 2022.

Wipfli Financial Advisors held 341 shares of Sandy Spring Bancorp Inc worth $12K as of Q3 2022.
Sandy Spring Bancorp Inc was a new Wipfli Financial Advisors position in Q3 2022.
Sandy Spring Bancorp Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1794 holding.
203 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2022.

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