Wipfli Financial Advisors’s Ubiquiti UI Stock Holding History

Wipfli Financial Advisors’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$23K	Buy	+77	New	+$22.7K	﹤0.01%	1523

Other funds holding UI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wipfli Financial Advisors opened a new position in Ubiquiti (UI) in Q3 2022: 77 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings.

213 funds tracked by Wall St. Rank hold UI as of Q3 2022.

Wipfli Financial Advisors held 77 shares of Ubiquiti worth $23K as of Q3 2022.
Ubiquiti was a new Wipfli Financial Advisors position in Q3 2022.
Ubiquiti made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1523 holding.
213 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2022.

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