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Formidable Asset Management’s Wintrust Financial WTFC Stock Holding History

Formidable 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
Q2 		– Sell
-1,191
Closed -$124K – 438
2024
Q1 		$124K Buy
+1,191
New +$115K 0.02% 360

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Formidable Asset Management's WTFC Position: Q2 2024 in Review

Formidable Asset Management sold out of Wintrust Financial (WTFC) in Q2 2024, closing a stake of 1,191 shares — an estimated $124K sold.

Formidable Asset Management first reported a position in WTFC in Q1 2024 and held it in 1 quarter. The position peaked at $124K in Q1 2024. 396 funds tracked by Wall St. Rank hold WTFC as of Q2 2024.

  • Formidable Asset Management reported no remaining Wintrust Financial position as of Q2 2024 after selling out during the quarter.
  • Formidable Asset Management sold 1,191 Wintrust Financial shares in Q2 2024, an estimated $124K.
  • Formidable Asset Management first reported a position in Wintrust Financial in Q1 2024 and held it in 1 quarter.
  • Formidable Asset Management's Wintrust Financial position peaked at $124K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2024.

Based on Formidable Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.