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Cordatus Wealth Management’s Wintrust Financial WTFC Stock Holding History

Cordatus Wealth Management’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
2022
Q2 		– Sell
-27,441
Closed -$2.55M – 176
2022
Q1 		$2.55M Sell
27,441
-1,594
-5% -$155K 0.9% 30
2021
Q4 		$2.64M Buy
+29,035
New +$2.59M 0.77% 45

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cordatus Wealth Management's WTFC Position: Q2 2022 in Review

Cordatus Wealth Management sold out of Wintrust Financial (WTFC) in Q2 2022, closing a stake of 27,441 shares — an estimated $2.55M sold.

Cordatus Wealth Management first reported a position in WTFC in Q4 2021 and held it in 2 quarters. The position peaked at $2.64M in Q4 2021. 349 funds tracked by Wall St. Rank hold WTFC as of Q2 2022.

  • Cordatus Wealth Management reported no remaining Wintrust Financial position as of Q2 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 27,441 Wintrust Financial shares in Q2 2022, an estimated $2.55M.
  • Cordatus Wealth Management first reported a position in Wintrust Financial in Q4 2021 and held it in 2 quarters.
  • Cordatus Wealth Management's Wintrust Financial position peaked at $2.64M in Q4 2021.
  • 349 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2022.

Based on Cordatus Wealth Management's 13F filing for Q2 2022, filed 24 Aug 2022.