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Ergoteles’s Wintrust Financial WTFC Stock Holding History

Ergoteles’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
Q4 		– Sell
-10,290
Closed -$839K – 1940
2022
Q3 		$839K Buy
+10,290
New +$874K 0.03% 558
2021
Q4 		– Sell
-19,400
Closed -$1.56M – 1636
2021
Q3 		$1.56M Buy
+19,400
New +$1.43M 0.06% 296
2020
Q4 		– Sell
-7,600
Closed -$304K – 943
2020
Q3 		$304K Buy
+7,600
New +$325K 0.04% 337

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ergoteles's WTFC Position: Q4 2022 in Review

Ergoteles sold out of Wintrust Financial (WTFC) in Q4 2022, closing a stake of 10,290 shares — an estimated $839K sold.

Ergoteles first reported a position in WTFC in Q3 2020 and held it in 3 quarters. The position peaked at $1.56M in Q3 2021. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2022.

  • Ergoteles reported no remaining Wintrust Financial position as of Q4 2022 after selling out during the quarter.
  • Ergoteles sold 10,290 Wintrust Financial shares in Q4 2022, an estimated $839K.
  • Ergoteles first reported a position in Wintrust Financial in Q3 2020 and held it in 3 quarters.
  • Ergoteles's Wintrust Financial position peaked at $1.56M in Q3 2021.
  • 395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.