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Comprehensive Financial Consultants Institutional’s Wintrust Financial WTFC Stock Holding History

Comprehensive Financial Consultants Institutional’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
2024
Q4 		– Sell
-9,889
Closed -$1.07M – 177
2024
Q3 		$1.07M Sell
9,889
-576
-6% -$60.1K 0.39% 87
2024
Q2 		$1.03M Buy
10,465
+767
+8% +$75.1K 0.4% 85
2024
Q1 		$1.01M Buy
9,698
+488
+5% +$47.1K 0.42% 82
2023
Q4 		$854K Buy
9,210
+828
+10% +$68.4K 0.4% 89
2023
Q3 		$633K Buy
8,382
+2,868
+52% +$226K 0.33% 97
2023
Q2 		$428K Buy
5,514
+626
+13% +$42.7K 0.23% 111
2023
Q1 		$357K Buy
4,888
+779
+19% +$66.6K 0.2% 120
2022
Q4 		$359K Buy
4,109
+1,424
+53% +$126K 0.22% 121
2022
Q3 		$246K Sell
2,685
-167
-6% -$14.2K 0.16% 137
2022
Q2 		$227K Sell
2,852
-89
-3% -$7.66K 0.16% 140
2022
Q1 		$254K Sell
2,941
-84
-3% -$8.18K 0.18% 140
2021
Q4 		$298K Buy
+3,025
New +$270K 0.19% 120

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's WTFC Position: Q4 2024 in Review

Comprehensive Financial Consultants Institutional sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 9,889 shares — an estimated $1.07M sold.

Comprehensive Financial Consultants Institutional first reported a position in WTFC in Q4 2021 and held it in 12 quarters. The position peaked at $1.07M in Q3 2024. 444 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Comprehensive Financial Consultants Institutional reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 9,889 Wintrust Financial shares in Q4 2024, an estimated $1.07M.
  • Comprehensive Financial Consultants Institutional first reported a position in Wintrust Financial in Q4 2021 and held it in 12 quarters.
  • Comprehensive Financial Consultants Institutional's Wintrust Financial position peaked at $1.07M in Q3 2024.
  • 444 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2024, filed 24 Jan 2025.