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BDO Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

BDO Wealth 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
2023
Q2 		$654 Sell
9
-558
-98% -$38K ﹤0.01% 922
2023
Q1 		$41.4K Hold
567
– – 0.01% 452
2022
Q4 		$47.9K Buy
567
+558
+6,200% +$49.3K 0.01% 418
2022
Q3 		$1K Hold
9
– – ﹤0.01% 1006
2022
Q2 		$1K Hold
9
– – ﹤0.01% 1019
2022
Q1 		$1K Hold
9
– – ﹤0.01% 1035
2021
Q4 		$1K Buy
+9
New +$803 ﹤0.01% 1068

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's WTFC Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Wintrust Financial (WTFC) stake by 98% in Q2 2023, selling an estimated $38K and leaving 9 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #922.

BDO Wealth Advisors first reported a position in WTFC in Q4 2021 and has held it in 7 quarters since. The position peaked at $47.9K in Q4 2022. 350 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

  • BDO Wealth Advisors held 9 shares of Wintrust Financial worth $654 as of Q2 2023.
  • BDO Wealth Advisors sold 558 Wintrust Financial shares in Q2 2023, an estimated $38K.
  • Wintrust Financial made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #922 holding.
  • BDO Wealth Advisors first reported a position in Wintrust Financial in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Wintrust Financial position peaked at $47.9K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.