Wipfli Financial Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$96K	Buy	+789	New	+$107K	0.01%	746

Other funds holding VAC

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Marriott Vacations Worldwide (VAC) in Q3 2022: 789 shares worth $96K. The stake represents 0.01% of the portfolio and ranks #746 among its holdings.

346 funds tracked by Wall St. Rank hold VAC as of Q3 2022.

Wipfli Financial Advisors held 789 shares of Marriott Vacations Worldwide worth $96K as of Q3 2022.
Marriott Vacations Worldwide was a new Wipfli Financial Advisors position in Q3 2022.
Marriott Vacations Worldwide made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #746 holding.
346 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2022.

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