FC
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FORA Capital’s Wintrust Financial WTFC Stock Holding History

FORA Capital’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
2021
Q4 		– Sell
-3,816
Closed -$307K – 487
2021
Q3 		$307K Buy
+3,816
New +$282K 0.08% 275
2021
Q2 		– Sell
-1,740
Closed -$132K – 1184
2021
Q1 		$132K Buy
+1,740
New +$124K 0.04% 359
2020
Q2 		– Sell
-8,814
Closed -$290K – 1364
2020
Q1 		$290K Buy
8,814
+6,618
+301% +$367K 0.06% 356
2019
Q4 		$156K Buy
+2,196
New +$146K 0.02% 673

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

FORA Capital's WTFC Position: Q4 2021 in Review

FORA Capital sold out of Wintrust Financial (WTFC) in Q4 2021, closing a stake of 3,816 shares — an estimated $307K sold.

FORA Capital first reported a position in WTFC in Q4 2019 and held it in 4 quarters. The position peaked at $307K in Q3 2021. 332 funds tracked by Wall St. Rank hold WTFC as of Q4 2021.

  • FORA Capital reported no remaining Wintrust Financial position as of Q4 2021 after selling out during the quarter.
  • FORA Capital sold 3,816 Wintrust Financial shares in Q4 2021, an estimated $307K.
  • FORA Capital first reported a position in Wintrust Financial in Q4 2019 and held it in 4 quarters.
  • FORA Capital's Wintrust Financial position peaked at $307K in Q3 2021.
  • 332 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2021.

Based on FORA Capital's 13F filing for Q4 2021, filed 11 Feb 2022.