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Wipfli Financial Advisors’s Sally Beauty Holdings SBH Stock Holding History

Wipfli Financial Advisors’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+141
New +$1.96K ﹤0.01% 2316

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Sally Beauty Holdings (SBH) in Q3 2022: 141 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2316 among its holdings.

202 funds tracked by Wall St. Rank hold SBH as of Q3 2022.

  • Wipfli Financial Advisors held 141 shares of Sally Beauty Holdings worth $2K as of Q3 2022.
  • Sally Beauty Holdings was a new Wipfli Financial Advisors position in Q3 2022.
  • Sally Beauty Holdings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2316 holding.
  • 202 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2022.

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