WFA
TBRG

Wipfli Financial Advisors’s TruBridge TBRG Stock Holding History

Wipfli Financial Advisors’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1K Buy
+49
New +$1.51K ﹤0.01% 2521

Other funds holding TBRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in TruBridge (TBRG) in Q3 2022: 49 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2521 among its holdings.

145 funds tracked by Wall St. Rank hold TBRG as of Q3 2022.

  • Wipfli Financial Advisors held 49 shares of TruBridge worth $1K as of Q3 2022.
  • TruBridge was a new Wipfli Financial Advisors position in Q3 2022.
  • TruBridge made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2521 holding.
  • 145 funds tracked by Wall St. Rank held TruBridge as of Q3 2022.

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