CWM
WTFC icon

Curi Wealth Management’s Wintrust Financial WTFC Stock Holding History

Curi 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
Q3 		– Sell
-200
Closed -$16K – 707
2022
Q2 		$16K Hold
200
– – ﹤0.01% 335
2022
Q1 		$18K Hold
200
– – ﹤0.01% 299
2021
Q4 		$18K Buy
+200
New +$17.8K ﹤0.01% 262

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
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

Curi Wealth Management's WTFC Position: Q3 2022 in Review

Curi Wealth Management sold out of Wintrust Financial (WTFC) in Q3 2022, closing a stake of 200 shares — an estimated $16K sold.

Curi Wealth Management first reported a position in WTFC in Q4 2021 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 354 funds tracked by Wall St. Rank hold WTFC as of Q3 2022.

  • Curi Wealth Management reported no remaining Wintrust Financial position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 200 Wintrust Financial shares in Q3 2022, an estimated $16K.
  • Curi Wealth Management first reported a position in Wintrust Financial in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Wintrust Financial position peaked at $18K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.