Financial Gravity Asset Management’s Wintrust Financial WTFC Stock Holding History

Financial Gravity Asset 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 Q1	–	Hold	0	–	–	–	1184
2023 Q4	–	Hold	0	–	–	–	1342
2019 Q2	–	Sell	-11	Closed	-$1K	–	1702
2019 Q1	$1K	Buy	+11	New	+$786	﹤0.01%	1217
2018 Q3	$194K	Buy	2,564 +306	+14%	+$27.2K	0.2%	123
2018 Q2	$201K	Buy	+2,258	New	+$207K	0.19%	110

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Financial Gravity Asset Management's WTFC Position: Q1 2024 in Review

Financial Gravity Asset Management held its Wintrust Financial (WTFC) position steady in Q1 2024 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Financial Gravity Asset Management first reported a position in WTFC in Q2 2018 and has held it in 3 quarters since. The position peaked at $201K in Q2 2018. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Wintrust Financial worth $2 as of Q1 2024.
Financial Gravity Asset Management left its Wintrust Financial share count unchanged in Q1 2024.
Wintrust Financial made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1184 holding.
Financial Gravity Asset Management first reported a position in Wintrust Financial in Q2 2018 and has held it in 3 quarters since.
Financial Gravity Asset Management's Wintrust Financial position peaked at $201K in Q2 2018.
387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.