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Wolters Kluwer shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Wolters Kluwer (WTKWY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Wolters Kluwer

Tip: Access up to 7 years of quarterly data

All positions including Wolters Kluwer held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wolters Kluwer by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $601k 4.2k 142.17
2023-09-30 $502k 4.1k 120.99
2023-06-30 $403k 3.2k 126.88
2023-03-31 $256k 2.0k 126.41
2022-12-31 $257k 2.5k 104.33

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Top funds holding Wolters Kluwer

Rhumbline Advisers
Yousif Capital Management
Fulton Bank, NA
MAI Wealth Advisors
GAMMA Investing
Ancora Advisors
Bartlett & Co. Wealth Management
Bartlett & Co.
FTB Advisors
Wetzel Investment Advisors
Pnc Financial Services
Copeland Capital Management
Mot
Operose Advisors

View all funds holding Wolters Kluwer