Wipfli Financial Advisors’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$157K	Buy	+2,851	New	+$202K	0.01%	532

Other funds holding XYZ

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Block Inc (XYZ) in Q3 2022: 2,851 shares worth $157K. The stake represents 0.01% of the portfolio and ranks #532 among its holdings.

970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

Wipfli Financial Advisors held 2,851 shares of Block Inc worth $157K as of Q3 2022.
Block Inc was a new Wipfli Financial Advisors position in Q3 2022.
Block Inc made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #532 holding.
970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

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