CWA
WTFC icon

CM Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

CM Wealth Advisors’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
-9,786
Closed -$659K – 438
2023
Q1 		$659K Buy
+9,786
New +$837K 0.13% 216

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CM Wealth Advisors's WTFC Position: Q2 2023 in Review

CM Wealth Advisors sold out of Wintrust Financial (WTFC) in Q2 2023, closing a stake of 9,786 shares — an estimated $659K sold.

CM Wealth Advisors first reported a position in WTFC in Q1 2023 and held it in 1 quarter. The position peaked at $659K in Q1 2023. 348 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

  • CM Wealth Advisors reported no remaining Wintrust Financial position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 9,786 Wintrust Financial shares in Q2 2023, an estimated $659K.
  • CM Wealth Advisors first reported a position in Wintrust Financial in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Wintrust Financial position peaked at $659K in Q1 2023.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.