CF
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Centaurus Financial’s Wintrust Financial WTFC Stock Holding History

Centaurus Financial’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
Q2 		– Sell
-3,840
Closed -$280K – 927
2023
Q1 		$280K Hold
3,840
– – 0.02% 565
2022
Q4 		$325K Hold
3,840
– – 0.03% 469
2022
Q3 		$313K Buy
3,840
+22
+0.6% +$1.87K 0.03% 470
2022
Q2 		$306K Hold
3,818
– – 0.03% 492
2022
Q1 		$355K Hold
3,818
– – 0.03% 502
2021
Q4 		$347K Hold
3,818
– – 0.03% 538
2021
Q3 		$307K Hold
3,818
– – 0.03% 544
2021
Q2 		$289K Hold
3,818
– – 0.02% 573
2021
Q1 		$289K Hold
3,818
– – 0.03% 508
2020
Q4 		$233K Sell
3,818
-1,000
-21% -$53.8K 0.02% 519
2020
Q3 		$193K Buy
+4,818
New +$206K 0.03% 455
2018
Q3 		– Sell
-5,718
Closed -$498K – 2051
2018
Q2 		$498K Buy
+5,718
New +$525K 0.07% 311

Other funds holding WTFC

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BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return