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Acrisure Capital Management’s Wintrust Financial WTFC Stock Holding History

Acrisure Capital Management’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,734
Closed -$710K – 237
2023
Q1 		$710K Buy
9,734
+4,354
+81% +$372K 0.72% 28
2022
Q4 		$455K Buy
+5,380
New +$475K 0.5% 57

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acrisure Capital Management's WTFC Position: Q2 2023 in Review

Acrisure Capital Management sold out of Wintrust Financial (WTFC) in Q2 2023, closing a stake of 9,734 shares — an estimated $710K sold.

Acrisure Capital Management first reported a position in WTFC in Q4 2022 and held it in 2 quarters. The position peaked at $710K in Q1 2023. 350 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

  • Acrisure Capital Management reported no remaining Wintrust Financial position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 9,734 Wintrust Financial shares in Q2 2023, an estimated $710K.
  • Acrisure Capital Management first reported a position in Wintrust Financial in Q4 2022 and held it in 2 quarters.
  • Acrisure Capital Management's Wintrust Financial position peaked at $710K in Q1 2023.
  • 350 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.