WFA
TBI

Wipfli Financial Advisors’s Trueblue TBI Stock Holding History

Wipfli Financial Advisors’s Portfolio TBI Stock Details TBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$24K Buy
+1,240
New +$25.1K ﹤0.01% 1501

Other funds holding TBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Trueblue (TBI) in Q3 2022: 1,240 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings.

172 funds tracked by Wall St. Rank hold TBI as of Q3 2022.

  • Wipfli Financial Advisors held 1,240 shares of Trueblue worth $24K as of Q3 2022.
  • Trueblue was a new Wipfli Financial Advisors position in Q3 2022.
  • Trueblue made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1501 holding.
  • 172 funds tracked by Wall St. Rank held Trueblue as of Q3 2022.

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