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Wipfli Financial Advisors’s Ultrapar UGP Stock Holding History

Wipfli Financial Advisors’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$7K Buy
+3,101
New +$7.78K ﹤0.01% 1983

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Ultrapar (UGP) in Q3 2022: 3,101 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1983 among its holdings.

85 funds tracked by Wall St. Rank hold UGP as of Q3 2022.

  • Wipfli Financial Advisors held 3,101 shares of Ultrapar worth $7K as of Q3 2022.
  • Ultrapar was a new Wipfli Financial Advisors position in Q3 2022.
  • Ultrapar made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1983 holding.
  • 85 funds tracked by Wall St. Rank held Ultrapar as of Q3 2022.

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