WFA
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Wipfli Financial Advisors’s Transcat TRNS Stock Holding History

Wipfli Financial Advisors’s Portfolio TRNS Stock Details TRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1K Buy
+11
New +$760 ﹤0.01% 2503

Other funds holding TRNS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Transcat (TRNS) in Q3 2022: 11 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2503 among its holdings.

98 funds tracked by Wall St. Rank hold TRNS as of Q3 2022.

  • Wipfli Financial Advisors held 11 shares of Transcat worth $1K as of Q3 2022.
  • Transcat was a new Wipfli Financial Advisors position in Q3 2022.
  • Transcat made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2503 holding.
  • 98 funds tracked by Wall St. Rank held Transcat as of Q3 2022.

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