Wipfli Financial Advisors’s Worthington Enterprises WOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6K	Buy	+251	New	+$7.68K	﹤0.01%	2051

Other funds holding WOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Worthington Enterprises (WOR) in Q3 2022: 251 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings.

222 funds tracked by Wall St. Rank hold WOR as of Q3 2022.

Wipfli Financial Advisors held 251 shares of Worthington Enterprises worth $6K as of Q3 2022.
Worthington Enterprises was a new Wipfli Financial Advisors position in Q3 2022.
Worthington Enterprises made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2051 holding.
222 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2022.

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