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Atom Investors’s Wintrust Financial WTFC Stock Holding History

Atom Investors’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
Q3 		– Sell
-2,248
Closed -$222K – 623
2024
Q2 		$222K Buy
+2,248
New +$220K 0.02% 415
2020
Q3 		– Sell
-61,924
Closed -$2.7M – 638
2020
Q2 		$2.7M Buy
+61,924
New +$2.47M 0.18% 111

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Atom Investors's WTFC Position: Q3 2024 in Review

Atom Investors sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 2,248 shares — an estimated $222K sold.

Atom Investors first reported a position in WTFC in Q2 2020 and held it in 2 quarters. The position peaked at $2.7M in Q2 2020. 418 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Atom Investors reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • Atom Investors sold 2,248 Wintrust Financial shares in Q3 2024, an estimated $222K.
  • Atom Investors first reported a position in Wintrust Financial in Q2 2020 and held it in 2 quarters.
  • Atom Investors's Wintrust Financial position peaked at $2.7M in Q2 2020.
  • 418 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Atom Investors's 13F filing for Q3 2024, filed 14 Nov 2024.