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BNC Wealth Management’s Wintrust Financial WTFC Stock Holding History

BNC Wealth 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
2020
Q4 		– Sell
-100
Closed -$4K – 472
2020
Q3 		$4K Buy
+100
New +$4.28K ﹤0.01% 404

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BNC Wealth Management's WTFC Position: Q4 2020 in Review

BNC Wealth Management sold out of Wintrust Financial (WTFC) in Q4 2020, closing a stake of 100 shares — an estimated $4K sold.

BNC Wealth Management first reported a position in WTFC in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 272 funds tracked by Wall St. Rank hold WTFC as of Q4 2020.

  • BNC Wealth Management reported no remaining Wintrust Financial position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 100 Wintrust Financial shares in Q4 2020, an estimated $4K.
  • BNC Wealth Management first reported a position in Wintrust Financial in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Wintrust Financial position peaked at $4K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.