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Cary Street Partners Investment Advisory’s Wintrust Financial WTFC Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-60
Closed -$4.53K – 1790
2023
Q3 		$4.53K Hold
60
– – ﹤0.01% 1513
2023
Q2 		$4.36K Buy
60
+15
+33% +$1.02K ﹤0.01% 1447
2023
Q1 		$3.28K Buy
+45
New +$3.85K ﹤0.01% 1415

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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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cary Street Partners Investment Advisory's WTFC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Wintrust Financial (WTFC) in Q4 2023, closing a stake of 60 shares — an estimated $4.53K sold.

Cary Street Partners Investment Advisory first reported a position in WTFC in Q1 2023 and held it in 3 quarters. The position peaked at $4.53K in Q3 2023. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Wintrust Financial position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 60 Wintrust Financial shares in Q4 2023, an estimated $4.53K.
  • Cary Street Partners Investment Advisory first reported a position in Wintrust Financial in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Wintrust Financial position peaked at $4.53K in Q3 2023.
  • 395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.