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CSat Investment Advisory’s Wintrust Financial WTFC Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-205
Closed -$8K – 974
2020
Q3 		$8K Buy
205
+26
+15% +$1.11K ﹤0.01% 1068
2020
Q2 		$8K Sell
179
-23
-11% -$918 ﹤0.01% 1076
2020
Q1 		$7K Buy
202
+39
+24% +$2.17K ﹤0.01% 985
2019
Q4 		$12K Buy
163
+20
+14% +$1.33K ﹤0.01% 948
2019
Q3 		$9K Buy
143
+20
+16% +$1.33K ﹤0.01% 970
2019
Q2 		$9K Buy
+123
New +$8.98K ﹤0.01% 925

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CSat Investment Advisory's WTFC Position: Q4 2020 in Review

CSat Investment Advisory sold out of Wintrust Financial (WTFC) in Q4 2020, closing a stake of 205 shares — an estimated $8K sold.

CSat Investment Advisory first reported a position in WTFC in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 272 funds tracked by Wall St. Rank hold WTFC as of Q4 2020.

  • CSat Investment Advisory reported no remaining Wintrust Financial position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 205 Wintrust Financial shares in Q4 2020, an estimated $8K.
  • CSat Investment Advisory first reported a position in Wintrust Financial in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Wintrust Financial position peaked at $12K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.