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Wipfli Financial Advisors’s Tejon Ranch TRC Stock Holding History

Wipfli Financial Advisors’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$33K Buy
+2,292
New +$36.4K ﹤0.01% 1323

Other funds holding TRC

TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Tejon Ranch (TRC) in Q3 2022: 2,292 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings.

99 funds tracked by Wall St. Rank hold TRC as of Q3 2022.

  • Wipfli Financial Advisors held 2,292 shares of Tejon Ranch worth $33K as of Q3 2022.
  • Tejon Ranch was a new Wipfli Financial Advisors position in Q3 2022.
  • Tejon Ranch made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1323 holding.
  • 99 funds tracked by Wall St. Rank held Tejon Ranch as of Q3 2022.

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