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D.J. St. Germain’s Wintrust Financial WTFC Stock Holding History

D.J. St. Germain’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
Q4 		– Sell
-260
Closed -$21.5K – 828
2023
Q3 		$19.6K Hold
260
– – ﹤0.01% 466
2023
Q2 		$18.9K Buy
+260
New +$17.7K ﹤0.01% 478
2022
Q4 		$22K Buy
+260
New +$23K 0.01% 226

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 $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

D.J. St. Germain's WTFC Position: Q4 2023 in Review

D.J. St. Germain sold out of Wintrust Financial (WTFC) in Q4 2023, closing a stake of 260 shares — an estimated $21.5K sold.

D.J. St. Germain first reported a position in WTFC in Q4 2022 and held it in 3 quarters. The position peaked at $22K in Q4 2022. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2023.

  • D.J. St. Germain reported no remaining Wintrust Financial position as of Q4 2023 after selling out during the quarter.
  • D.J. St. Germain sold 260 Wintrust Financial shares in Q4 2023, an estimated $21.5K.
  • D.J. St. Germain first reported a position in Wintrust Financial in Q4 2022 and held it in 3 quarters.
  • D.J. St. Germain's Wintrust Financial position peaked at $22K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2023.

Based on D.J. St. Germain's 13F filing for Q4 2023, filed 2 Jan 2024.