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Forvis Mazars Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Forvis Mazars Wealth 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
2020
Q4 		– Sell
-10,023
Closed -$401K – 364
2020
Q3 		$401K Buy
10,023
+3,743
+60% +$160K 0.02% 229
2020
Q2 		$274K Buy
+6,280
New +$251K 0.02% 259

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's WTFC Position: Q4 2020 in Review

Forvis Mazars Wealth Advisors sold out of Wintrust Financial (WTFC) in Q4 2020, closing a stake of 10,023 shares — an estimated $401K sold.

Forvis Mazars Wealth Advisors first reported a position in WTFC in Q2 2020 and held it in 2 quarters. The position peaked at $401K in Q3 2020. 272 funds tracked by Wall St. Rank hold WTFC as of Q4 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Wintrust Financial position as of Q4 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 10,023 Wintrust Financial shares in Q4 2020, an estimated $401K.
  • Forvis Mazars Wealth Advisors first reported a position in Wintrust Financial in Q2 2020 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Wintrust Financial position peaked at $401K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.