GWAG
WTFC icon

Garrett Wealth Advisory Group’s Wintrust Financial WTFC Stock Holding History

Garrett Wealth Advisory Group’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
-32
Closed -$2.07K – 641
2019
Q3 		$2.07K Buy
+32
New +$2.12K ﹤0.01% 544

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Garrett Wealth Advisory Group's WTFC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Wintrust Financial (WTFC) in Q4 2019, closing a stake of 32 shares — an estimated $2.07K sold.

Garrett Wealth Advisory Group first reported a position in WTFC in Q3 2019 and held it in 1 quarter. The position peaked at $2.07K in Q3 2019. 278 funds tracked by Wall St. Rank hold WTFC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Wintrust Financial position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 32 Wintrust Financial shares in Q4 2019, an estimated $2.07K.
  • Garrett Wealth Advisory Group first reported a position in Wintrust Financial in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Wintrust Financial position peaked at $2.07K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.