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Wipfli Financial Advisors’s Weis Markets WMK Stock Holding History

Wipfli Financial Advisors’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$81K Buy
+1,134
New +$88.5K 0.01% 834

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Weis Markets (WMK) in Q3 2022: 1,134 shares worth $81K. The stake represents 0.01% of the portfolio and ranks #834 among its holdings.

145 funds tracked by Wall St. Rank hold WMK as of Q3 2022.

  • Wipfli Financial Advisors held 1,134 shares of Weis Markets worth $81K as of Q3 2022.
  • Weis Markets was a new Wipfli Financial Advisors position in Q3 2022.
  • Weis Markets made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #834 holding.
  • 145 funds tracked by Wall St. Rank held Weis Markets as of Q3 2022.

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