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Beacon Capital Management LLC (Tennessee)’s Wintrust Financial WTFC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-86
Closed -$9.33K – 1215
2024
Q3 		$9.33K Buy
+86
New +$8.97K ﹤0.01% 665

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Beacon Capital Management LLC (Tennessee)'s WTFC Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 86 shares — an estimated $9.33K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WTFC in Q3 2024 and held it in 1 quarter. The position peaked at $9.33K in Q3 2024. 445 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 86 Wintrust Financial shares in Q4 2024, an estimated $9.33K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Wintrust Financial in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Wintrust Financial position peaked at $9.33K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.