BHCM
WTFC icon

Boulder Hill Capital Management’s Wintrust Financial WTFC Stock Holding History

Boulder Hill Capital 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
2022
Q4 		– Sell
-5,200
Closed -$424K – 228
2022
Q3 		$424K Buy
+5,200
New +$441K 0.32% 73

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boulder Hill Capital Management's WTFC Position: Q4 2022 in Review

Boulder Hill Capital Management sold out of Wintrust Financial (WTFC) in Q4 2022, closing a stake of 5,200 shares — an estimated $424K sold.

Boulder Hill Capital Management first reported a position in WTFC in Q3 2022 and held it in 1 quarter. The position peaked at $424K in Q3 2022. 396 funds tracked by Wall St. Rank hold WTFC as of Q4 2022.

  • Boulder Hill Capital Management reported no remaining Wintrust Financial position as of Q4 2022 after selling out during the quarter.
  • Boulder Hill Capital Management sold 5,200 Wintrust Financial shares in Q4 2022, an estimated $424K.
  • Boulder Hill Capital Management first reported a position in Wintrust Financial in Q3 2022 and held it in 1 quarter.
  • Boulder Hill Capital Management's Wintrust Financial position peaked at $424K in Q3 2022.
  • 396 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2022.

Based on Boulder Hill Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.