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Duality Advisers’s Wintrust Financial WTFC Stock Holding History

Duality Advisers’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
2024
Q1 		– Sell
-6,380
Closed -$592K – 770
2023
Q4 		$592K Buy
6,380
+1,845
+41% +$153K 0.06% 404
2023
Q3 		$342K Buy
+4,535
New +$357K 0.04% 467
2023
Q2 		– Sell
-17,466
Closed -$1.27M – 764
2023
Q1 		$1.27M Sell
17,466
-2,625
-13% -$224K 0.14% 252
2022
Q4 		$1.7M Buy
+20,091
New +$1.77M 0.19% 190
2022
Q2 		– Sell
-7,625
Closed -$709K – 884
2022
Q1 		$709K Buy
+7,625
New +$743K 0.08% 410
2021
Q2 		– Sell
-12,642
Closed -$958K – 746
2021
Q1 		$958K Buy
+12,642
New +$903K 0.08% 355

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Duality Advisers's WTFC Position: Q1 2024 in Review

Duality Advisers sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 6,380 shares — an estimated $592K sold.

Duality Advisers first reported a position in WTFC in Q1 2021 and held it in 6 quarters. The position peaked at $1.7M in Q4 2022. 388 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

  • Duality Advisers reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 6,380 Wintrust Financial shares in Q1 2024, an estimated $592K.
  • Duality Advisers first reported a position in Wintrust Financial in Q1 2021 and held it in 6 quarters.
  • Duality Advisers's Wintrust Financial position peaked at $1.7M in Q4 2022.
  • 388 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.