CSPIA
WTFC icon

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

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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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. 394 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.
  • 394 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.