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AGF Investments LLC’s Wintrust Financial WTFC Stock Holding History

AGF Investments LLC’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
2022
Q3 		– Sell
-11,220
Closed -$899K – 412
2022
Q2 		$899K Buy
11,220
+2,923
+35% +$252K 0.08% 166
2022
Q1 		$771K Buy
+8,297
New +$808K 0.06% 212
2018
Q4 		– Sell
-300
Closed -$25K – 851
2018
Q3 		$25K Sell
300
-106
-26% -$9.44K ﹤0.01% 537
2018
Q2 		$36 Buy
+406
New +$37.3K ﹤0.01% 510
2017
Q4 		– Sell
-136
Closed -$11K – 826
2017
Q3 		$11K Hold
136
– – ﹤0.01% 484
2017
Q2 		$11K Sell
136
-128
-48% -$9.16K ﹤0.01% 456
2017
Q1 		$19K Hold
264
– – ﹤0.01% 385
2016
Q4 		$20K Buy
+264
New +$16.4K 0.01% 412

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AGF Investments LLC's WTFC Position: Q3 2022 in Review

AGF Investments LLC sold out of Wintrust Financial (WTFC) in Q3 2022, closing a stake of 11,220 shares — an estimated $899K sold.

AGF Investments LLC first reported a position in WTFC in Q4 2016 and held it in 8 quarters. The position peaked at $899K in Q2 2022. 354 funds tracked by Wall St. Rank hold WTFC as of Q3 2022.

  • AGF Investments LLC reported no remaining Wintrust Financial position as of Q3 2022 after selling out during the quarter.
  • AGF Investments LLC sold 11,220 Wintrust Financial shares in Q3 2022, an estimated $899K.
  • AGF Investments LLC first reported a position in Wintrust Financial in Q4 2016 and held it in 8 quarters.
  • AGF Investments LLC's Wintrust Financial position peaked at $899K in Q2 2022.
  • 354 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.