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B. Metzler seel. Sohn & Co’s Wintrust Financial WTFC Stock Holding History

B. Metzler seel. Sohn & Co’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
2021
Q2 		– Sell
-2,606
Closed -$198K – 716
2021
Q1 		$198K Buy
+2,606
New +$186K ﹤0.01% 668

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

B. Metzler seel. Sohn & Co's WTFC Position: Q2 2021 in Review

B. Metzler seel. Sohn & Co sold out of Wintrust Financial (WTFC) in Q2 2021, closing a stake of 2,606 shares — an estimated $198K sold.

B. Metzler seel. Sohn & Co first reported a position in WTFC in Q1 2021 and held it in 1 quarter. The position peaked at $198K in Q1 2021. 297 funds tracked by Wall St. Rank hold WTFC as of Q2 2021.

  • B. Metzler seel. Sohn & Co reported no remaining Wintrust Financial position as of Q2 2021 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 2,606 Wintrust Financial shares in Q2 2021, an estimated $198K.
  • B. Metzler seel. Sohn & Co first reported a position in Wintrust Financial in Q1 2021 and held it in 1 quarter.
  • B. Metzler seel. Sohn & Co's Wintrust Financial position peaked at $198K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2021.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2021, filed 30 Aug 2021.