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Ellevest Inc’s Wintrust Financial WTFC Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-63
Closed -$4.6K – 1664
2023
Q1 		$4.6K Buy
63
+49
+350% +$4.19K ﹤0.01% 1223
2022
Q4 		$1.18K Sell
14
-10
-42% -$883 ﹤0.01% 1485
2022
Q3 		$2K Sell
24
-247
-91% -$21K ﹤0.01% 1389
2022
Q2 		$22K Buy
+271
New +$23.3K ﹤0.01% 739
2022
Q1 		– Sell
-20
Closed -$2K – 1662
2021
Q4 		$2K Buy
+20
New +$1.78K ﹤0.01% 1215
2020
Q3 		– Sell
-451
Closed -$20K – 1347
2020
Q2 		$20K Buy
451
+369
+450% +$14.7K ﹤0.01% 493
2020
Q1 		$3K Buy
+82
New +$4.55K ﹤0.01% 730

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Fidelity Investments
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State Street
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Dimensional Fund Advisors
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JP Morgan Chase
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Victory Capital Management
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return