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Banque Pictet & Cie’s Wintrust Financial WTFC Stock Holding History

Banque Pictet & Cie’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 		– Sell
-3,111
Closed -$249K – 669
2022
Q2 		$249K Sell
3,111
-376
-11% -$32.4K ﹤0.01% 593
2022
Q1 		$324K Sell
3,487
-108
-3% -$10.5K ﹤0.01% 571
2021
Q4 		$327K Buy
+3,595
New +$321K ﹤0.01% 570

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Banque Pictet & Cie's WTFC Position: Q3 2022 in Review

Banque Pictet & Cie sold out of Wintrust Financial (WTFC) in Q3 2022, closing a stake of 3,111 shares — an estimated $249K sold.

Banque Pictet & Cie first reported a position in WTFC in Q4 2021 and held it in 3 quarters. The position peaked at $327K in Q4 2021. 354 funds tracked by Wall St. Rank hold WTFC as of Q3 2022.

  • Banque Pictet & Cie reported no remaining Wintrust Financial position as of Q3 2022 after selling out during the quarter.
  • Banque Pictet & Cie sold 3,111 Wintrust Financial shares in Q3 2022, an estimated $249K.
  • Banque Pictet & Cie first reported a position in Wintrust Financial in Q4 2021 and held it in 3 quarters.
  • Banque Pictet & Cie's Wintrust Financial position peaked at $327K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2022.

Based on Banque Pictet & Cie's 13F filing for Q3 2022, filed 10 Nov 2022.