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Wipfli Financial Advisors’s York Water YORW Stock Holding History

Wipfli Financial Advisors’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4K Buy
+92
New +$3.95K ﹤0.01% 2169

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in York Water (YORW) in Q3 2022: 92 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2169 among its holdings.

131 funds tracked by Wall St. Rank hold YORW as of Q3 2022.

  • Wipfli Financial Advisors held 92 shares of York Water worth $4K as of Q3 2022.
  • York Water was a new Wipfli Financial Advisors position in Q3 2022.
  • York Water made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2169 holding.
  • 131 funds tracked by Wall St. Rank held York Water as of Q3 2022.

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