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Disciplined Investments’s Wintrust Financial WTFC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$871 – 1571
2023
Q2 		$871 Sell
12
-2
-14% -$136 ﹤0.01% 1024
2023
Q1 		$1.02K Buy
14
+3
+27% +$257 ﹤0.01% 944
2022
Q4 		$930 Sell
11
-3
-21% -$265 ﹤0.01% 937
2022
Q3 		$1K Sell
14
-1
-7% -$85 ﹤0.01% 1142
2022
Q2 		$1K Buy
15
+1
+7% +$86 ﹤0.01% 1173
2022
Q1 		$1K Buy
+14
New +$1.36K ﹤0.01% 1244

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's WTFC Position: Q3 2023 in Review

Disciplined Investments sold out of Wintrust Financial (WTFC) in Q3 2023, closing a stake of 12 shares — an estimated $871 sold.

Disciplined Investments first reported a position in WTFC in Q1 2022 and held it in 6 quarters. The position peaked at $1.02K in Q1 2023. 348 funds tracked by Wall St. Rank hold WTFC as of Q3 2023.

  • Disciplined Investments reported no remaining Wintrust Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Wintrust Financial shares in Q3 2023, an estimated $871.
  • Disciplined Investments first reported a position in Wintrust Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Wintrust Financial position peaked at $1.02K in Q1 2023.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.