FA
WTFC icon

FDx Advisors’s Wintrust Financial WTFC Stock Holding History

FDx Advisors’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
2019
Q4 		– Sell
-3,289
Closed -$213K – 658
2019
Q3 		$213K Sell
3,289
-921
-22% -$61.1K 0.01% 589
2019
Q2 		$308K Buy
+4,210
New +$308K 0.01% 626
2018
Q1 		– Sell
-4,935
Closed -$406K – 1272
2017
Q4 		$406K Sell
4,935
-413
-8% -$33.3K 0.01% 887
2017
Q3 		$419K Buy
5,348
+219
+4% +$16.3K 0.01% 884
2017
Q2 		$392K Sell
5,129
-1,039
-17% -$74.4K 0.01% 866
2017
Q1 		$426K Sell
6,168
-109
-2% -$7.83K 0.01% 837
2016
Q4 		$456K Buy
6,277
+324
+5% +$20.1K 0.01% 810
2016
Q3 		$331K Buy
+5,953
New +$320K 0.01% 743

Other funds holding WTFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return