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Belpointe Asset Management’s Wintrust Financial WTFC Stock Holding History

Belpointe Asset Management’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 		– Sell
-365
Closed -$26.6K – 3394
2023
Q1 		$26.6K Buy
365
+188
+106% +$16.1K ﹤0.01% 2134
2022
Q4 		$15K Buy
+177
New +$15.6K ﹤0.01% 2396
2022
Q3 		– Sell
-6,951
Closed -$557K – 1242
2022
Q2 		$557K Buy
+6,951
New +$599K 0.04% 444

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's WTFC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Wintrust Financial (WTFC) in Q2 2023, closing a stake of 365 shares — an estimated $26.6K sold.

Belpointe Asset Management first reported a position in WTFC in Q2 2022 and held it in 3 quarters. The position peaked at $557K in Q2 2022. 348 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Wintrust Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 365 Wintrust Financial shares in Q2 2023, an estimated $26.6K.
  • Belpointe Asset Management first reported a position in Wintrust Financial in Q2 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Wintrust Financial position peaked at $557K in Q2 2022.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.