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AE Wealth Management’s Wintrust Financial WTFC Stock Holding History

AE Wealth 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
2024
Q1 		– Sell
-8,167
Closed -$811K – 2009
2023
Q4 		$811K Buy
+8,167
New +$675K ﹤0.01% 1233
2023
Q1 		– Sell
-6,677
Closed -$564K – 2013
2022
Q4 		$564K Sell
6,677
-215
-3% -$19K ﹤0.01% 1251
2022
Q3 		$562K Buy
+6,892
New +$585K ﹤0.01% 1195

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AE Wealth Management's WTFC Position: Q1 2024 in Review

AE Wealth Management sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 8,167 shares — an estimated $811K sold.

AE Wealth Management first reported a position in WTFC in Q3 2022 and held it in 3 quarters. The position peaked at $811K in Q4 2023. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

  • AE Wealth Management reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 8,167 Wintrust Financial shares in Q1 2024, an estimated $811K.
  • AE Wealth Management first reported a position in Wintrust Financial in Q3 2022 and held it in 3 quarters.
  • AE Wealth Management's Wintrust Financial position peaked at $811K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.