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Ashton Thomas Securities’s Wintrust Financial WTFC Stock Holding History

Ashton Thomas Securities’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
Q4 		– Sell
-65
Closed -$7.05K – 1205
2024
Q3 		$7.05K Buy
+65
New +$6.78K ﹤0.01% 880

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ashton Thomas Securities's WTFC Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 65 shares — an estimated $7.05K sold.

Ashton Thomas Securities first reported a position in WTFC in Q3 2024 and held it in 1 quarter. The position peaked at $7.05K in Q3 2024. 442 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 65 Wintrust Financial shares in Q4 2024, an estimated $7.05K.
  • Ashton Thomas Securities first reported a position in Wintrust Financial in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Wintrust Financial position peaked at $7.05K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.