Wipfli Financial Advisors’s Valhi VHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Buy	+23	New	+$887	﹤0.01%	2512

Other funds holding VHI

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Wipfli Financial Advisors opened a new position in Valhi (VHI) in Q3 2022: 23 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2512 among its holdings.

67 funds tracked by Wall St. Rank hold VHI as of Q3 2022.

Wipfli Financial Advisors held 23 shares of Valhi worth $1K as of Q3 2022.
Valhi was a new Wipfli Financial Advisors position in Q3 2022.
Valhi made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2512 holding.
67 funds tracked by Wall St. Rank held Valhi as of Q3 2022.

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