Benjamin F. Edwards & Company’s Wintrust Financial WTFC Stock Holding History

Benjamin F. Edwards & Company’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	-1,000	Closed	-$73K	–	1852
2023 Q1	$73K	Sell	1,000 -60	-6%	-$5.13K	﹤0.01%	1000
2022 Q4	$90K	Hold	1,060	–	–	﹤0.01%	934
2022 Q3	$86K	Hold	1,060	–	–	﹤0.01%	904
2022 Q2	$85K	Hold	1,060	–	–	﹤0.01%	917
2022 Q1	$99K	Hold	1,060	–	–	﹤0.01%	870
2021 Q4	$96K	Buy	1,060 +959	+950%	+$85.6K	﹤0.01%	894
2021 Q3	$8K	Hold	101	–	–	﹤0.01%	1444
2021 Q2	$8K	Hold	101	–	–	﹤0.01%	1437
2021 Q1	$8K	Hold	101	–	–	﹤0.01%	1426
2020 Q4	$6K	Buy	+101	New	+$5.43K	﹤0.01%	1380
2019 Q3	–	Sell	-1,088	Closed	-$80K	–	1985
2019 Q2	$80K	Buy	1,088 +88	+9%	+$6.43K	0.01%	767
2019 Q1	$67K	Hold	1,000	–	–	0.01%	795
2018 Q4	$66K	Hold	1,000	–	–	0.01%	764
2018 Q3	$85K	Hold	1,000	–	–	0.01%	725
2018 Q2	$87K	Hold	1,000	–	–	0.01%	714
2018 Q1	$86K	Sell	1,000 -39	-4%	-$3.36K	0.01%	718
2017 Q4	$86K	Buy	1,039 +1,000	+2,564%	+$80.5K	0.01%	691
2017 Q3	$3K	Hold	39	–	–	﹤0.01%	1415
2017 Q2	$3K	Hold	39	–	–	﹤0.01%	1338
2017 Q1	$3K	Buy	+39	New	+$2.8K	﹤0.01%	1251

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's WTFC Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of Wintrust Financial (WTFC) in Q2 2023, closing a stake of 1,000 shares — an estimated $73K sold.

Benjamin F. Edwards & Company first reported a position in WTFC in Q1 2017 and held it in 20 quarters. The position peaked at $99K in Q1 2022. 348 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

Benjamin F. Edwards & Company reported no remaining Wintrust Financial position as of Q2 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,000 Wintrust Financial shares in Q2 2023, an estimated $73K.
Benjamin F. Edwards & Company first reported a position in Wintrust Financial in Q1 2017 and held it in 20 quarters.
Benjamin F. Edwards & Company's Wintrust Financial position peaked at $99K in Q1 2022.
348 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.