Wipfli Financial Advisors’s StepStone Group STEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Buy	+44	New	+$1.2K	﹤0.01%	2498

Other funds holding STEP

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in StepStone Group (STEP) in Q3 2022: 44 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2498 among its holdings.

124 funds tracked by Wall St. Rank hold STEP as of Q3 2022.

Wipfli Financial Advisors held 44 shares of StepStone Group worth $1K as of Q3 2022.
StepStone Group was a new Wipfli Financial Advisors position in Q3 2022.
StepStone Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2498 holding.
124 funds tracked by Wall St. Rank held StepStone Group as of Q3 2022.

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