American Portfolios Advisors’s Wintrust Financial WTFC Stock Holding History

American Portfolios Advisors’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	$1.39K	Hold	17	–	–	﹤0.01%	3211
2022 Q2	$1.36K	Hold	17	–	–	﹤0.01%	3217
2022 Q1	$1.58K	Hold	17	–	–	﹤0.01%	3277
2021 Q4	$1.54K	Sell	17 -60	-78%	-$5.35K	﹤0.01%	3234
2021 Q3	$6.19K	Hold	77	–	–	﹤0.01%	2761
2021 Q2	$5.82K	Hold	77	–	–	﹤0.01%	2752
2021 Q1	$5.84K	Hold	77	–	–	﹤0.01%	2638
2020 Q4	$4.7K	Buy	77 +17	+28%	+$914	﹤0.01%	2441
2020 Q3	$2.4K	Buy	+60	New	+$2.57K	﹤0.01%	2537
2019 Q4	–	Sell	-60	Closed	-$3.88K	–	2929
2019 Q3	$3.88K	Buy	60 +2	+3%	+$133	﹤0.01%	2282
2019 Q2	$4.24K	Buy	+58	New	+$4.24K	﹤0.01%	2231

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Portfolios Advisors's WTFC Position: Q3 2022 in Review

American Portfolios Advisors held its Wintrust Financial (WTFC) position steady in Q3 2022 at 17 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

American Portfolios Advisors first reported a position in WTFC in Q2 2019 and has held it in 11 quarters since. The position peaked at $6.19K in Q3 2021. 354 funds tracked by Wall St. Rank hold WTFC as of Q3 2022.

American Portfolios Advisors held 17 shares of Wintrust Financial worth $1.39K as of Q3 2022.
American Portfolios Advisors left its Wintrust Financial share count unchanged in Q3 2022.
Wintrust Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3211 holding.
American Portfolios Advisors first reported a position in Wintrust Financial in Q2 2019 and has held it in 11 quarters since.
American Portfolios Advisors's Wintrust Financial position peaked at $6.19K in Q3 2021.
354 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.