Cipher Capital’s Wintrust Financial WTFC Stock Holding History

Cipher Capital’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	-19,890	Closed	-$1.45M	–	730
2023 Q1	$1.45M	Buy	+19,890	New	+$1.7M	0.27%	131
2019 Q4	–	Sell	-7,705	Closed	-$498K	–	663
2019 Q3	$498K	Buy	+7,705	New	+$511K	0.04%	414
2019 Q2	–	Sell	-23,757	Closed	-$1.6M	–	684
2019 Q1	$1.6M	Buy	23,757 +16,037	+208%	+$1.15M	0.13%	227
2018 Q4	$513K	Buy	+7,720	New	+$587K	0.07%	346

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cipher Capital's WTFC Position: Q2 2023 in Review

Cipher Capital sold out of Wintrust Financial (WTFC) in Q2 2023, closing a stake of 19,890 shares — an estimated $1.45M sold.

Cipher Capital first reported a position in WTFC in Q4 2018 and held it in 4 quarters. The position peaked at $1.6M in Q1 2019. 348 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

Cipher Capital reported no remaining Wintrust Financial position as of Q2 2023 after selling out during the quarter.
Cipher Capital sold 19,890 Wintrust Financial shares in Q2 2023, an estimated $1.45M.
Cipher Capital first reported a position in Wintrust Financial in Q4 2018 and held it in 4 quarters.
Cipher Capital's Wintrust Financial position peaked at $1.6M in Q1 2019.
348 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on Cipher Capital's 13F filing for Q2 2023, filed 14 Aug 2023.