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Coppell Advisory Solutions Corp’s Wintrust Financial WTFC Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-524
Closed -$44.3K – 1095
2022
Q4 		$44.3K Buy
+524
New +$46.3K 0.02% 357

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Dimensional Fund Advisors
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JP Morgan Chase
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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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Coppell Advisory Solutions Corp's WTFC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 524 shares — an estimated $44.3K sold.

Coppell Advisory Solutions Corp first reported a position in WTFC in Q4 2022 and held it in 1 quarter. The position peaked at $44.3K in Q4 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 524 Wintrust Financial shares in Q1 2023, an estimated $44.3K.
  • Coppell Advisory Solutions Corp first reported a position in Wintrust Financial in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Wintrust Financial position peaked at $44.3K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.