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Benjamin Edwards Inc’s Wintrust Financial WTFC Stock Holding History

Benjamin Edwards Inc’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
Q3 		– Sell
-133
Closed -$13K – 1207
2024
Q2 		$13K Buy
133
+17
+15% +$1.67K ﹤0.01% 613
2024
Q1 		$12K Buy
+116
New +$11.2K ﹤0.01% 632

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Benjamin Edwards Inc's WTFC Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 133 shares — an estimated $13K sold.

Benjamin Edwards Inc first reported a position in WTFC in Q1 2024 and held it in 2 quarters. The position peaked at $13K in Q2 2024. 418 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 133 Wintrust Financial shares in Q3 2024, an estimated $13K.
  • Benjamin Edwards Inc first reported a position in Wintrust Financial in Q1 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's Wintrust Financial position peaked at $13K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.