AWM
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AllSquare Wealth Management’s Wintrust Financial WTFC Stock Holding History

AllSquare 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
2019
Q4 		– Sell
-727
Closed -$47K – 469
2019
Q3 		$47K Buy
727
+98
+16% +$6.5K 0.03% 196
2019
Q2 		$46K Buy
+629
New +$45.9K 0.03% 199

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JP Morgan Chase
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State Street
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Wellington Management Group
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Federated Hermes
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AL
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AllSquare Wealth Management's WTFC Position: Q4 2019 in Review

AllSquare Wealth Management sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 727 shares — an estimated $47K sold.

AllSquare Wealth Management first reported a position in WTFC in Q2 2019 and held it in 2 quarters. The position peaked at $47K in Q3 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • AllSquare Wealth Management reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 727 Wintrust Financial shares in Q4 2019, an estimated $47K.
  • AllSquare Wealth Management first reported a position in Wintrust Financial in Q2 2019 and held it in 2 quarters.
  • AllSquare Wealth Management's Wintrust Financial position peaked at $47K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on AllSquare Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.