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Fairhaven Wealth Management’s Wintrust Financial WTFC Stock Holding History

Fairhaven Wealth Management’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
Q4 		$297K Hold
2,380
– – 0.09% 81
2024
Q3 		$258K Hold
2,380
– – 0.08% 97
2024
Q2 		$235K Hold
2,380
– – 0.08% 102
2024
Q1 		$248K Hold
2,380
– – 0.09% 100
2023
Q4 		$221K Buy
+2,380
New +$197K 0.08% 99
2022
Q2 		– Sell
-2,300
Closed -$214K – 130
2022
Q1 		$214K Hold
2,300
– – 0.09% 111
2021
Q4 		$209K Buy
+2,300
New +$205K 0.08% 107

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fairhaven Wealth Management's WTFC Position: Q4 2024 in Review

Fairhaven Wealth Management held its Wintrust Financial (WTFC) position steady in Q4 2024 at 2,380 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #81.

Fairhaven Wealth Management first reported a position in WTFC in Q4 2021 and has held it in 7 quarters since. 443 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Fairhaven Wealth Management held 2,380 shares of Wintrust Financial worth $297K as of Q4 2024.
  • Fairhaven Wealth Management left its Wintrust Financial share count unchanged in Q4 2024.
  • Wintrust Financial made up 0.09% of Fairhaven Wealth Management's portfolio in Q4 2024, its #81 holding.
  • Fairhaven Wealth Management first reported a position in Wintrust Financial in Q4 2021 and has held it in 7 quarters since.
  • 443 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.