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Burns Matteson Capital Management’s Wintrust Financial WTFC Stock Holding History

Burns Matteson 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
2024
Q2 		– Sell
-3,803
Closed -$397K – 189
2024
Q1 		$397K Buy
+3,803
New +$367K 0.26% 95

Other funds holding WTFC

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burns Matteson Capital Management's WTFC Position: Q2 2024 in Review

Burns Matteson Capital Management sold out of Wintrust Financial (WTFC) in Q2 2024, closing a stake of 3,803 shares — an estimated $397K sold.

Burns Matteson Capital Management first reported a position in WTFC in Q1 2024 and held it in 1 quarter. The position peaked at $397K in Q1 2024. 396 funds tracked by Wall St. Rank hold WTFC as of Q2 2024.

  • Burns Matteson Capital Management reported no remaining Wintrust Financial position as of Q2 2024 after selling out during the quarter.
  • Burns Matteson Capital Management sold 3,803 Wintrust Financial shares in Q2 2024, an estimated $397K.
  • Burns Matteson Capital Management first reported a position in Wintrust Financial in Q1 2024 and held it in 1 quarter.
  • Burns Matteson Capital Management's Wintrust Financial position peaked at $397K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2024.

Based on Burns Matteson Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.