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C.M. Bidwell & Associates’s Wintrust Financial WTFC Stock Holding History

C.M. Bidwell & Associates’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
-820
Closed -$80.8K – 551
2024
Q2 		$80.8K Hold
820
– – 0.05% 199
2024
Q1 		$85.6K Sell
820
-9
-1% -$869 0.06% 191
2023
Q4 		$76.9K Buy
+829
New +$68.5K 0.06% 183
2021
Q4 		– Sell
-290
Closed -$23K – 647
2021
Q3 		$23K Hold
290
– – 0.02% 348
2021
Q2 		$22K Hold
290
– – 0.01% 348
2021
Q1 		$22K Hold
290
– – 0.02% 345
2020
Q4 		$18K Sell
290
-200
-41% -$10.8K 0.01% 340
2020
Q3 		$20K Sell
490
-110
-18% -$4.71K 0.02% 307
2020
Q2 		$26K Buy
+600
New +$24K 0.02% 287
2019
Q1 		– Sell
-1,265
Closed -$84K – 480
2018
Q4 		$84K Buy
1,265
+935
+283% +$71K 0.09% 194
2018
Q3 		$28K Hold
330
– – 0.03% 270
2018
Q2 		$29K Buy
+330
New +$30.3K 0.03% 280
2018
Q1 		– Sell
-480
Closed -$40K – 445
2017
Q4 		$40K Buy
480
+365
+317% +$29.4K 0.03% 257
2017
Q3 		$9K Sell
115
-140
-55% -$10.4K 0.01% 215
2017
Q2 		$19K Buy
+255
New +$18.3K ﹤0.01% 224
2014
Q4 		– Sell
-3,095
Closed -$138K – 257
2014
Q3 		$138K Buy
+3,095
New +$143K 0.03% 181
2014
Q1 		– Sell
-1,410
Closed -$65K – 269
2013
Q4 		$65K Buy
+1,410
New +$62.4K 0.02% 206

Other funds holding WTFC

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

C.M. Bidwell & Associates's WTFC Position: Q3 2024 in Review

C.M. Bidwell & Associates sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 820 shares — an estimated $80.8K sold.

C.M. Bidwell & Associates first reported a position in WTFC in Q4 2013 and held it in 17 quarters. The position peaked at $138K in Q3 2014. 418 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • C.M. Bidwell & Associates reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 820 Wintrust Financial shares in Q3 2024, an estimated $80.8K.
  • C.M. Bidwell & Associates first reported a position in Wintrust Financial in Q4 2013 and held it in 17 quarters.
  • C.M. Bidwell & Associates's Wintrust Financial position peaked at $138K in Q3 2014.
  • 418 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2024, filed 13 Nov 2024.