Glassman Wealth Services’s Wintrust Financial WTFC Stock Holding History

Glassman Wealth Services’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	–	Sell	-8	Closed	-$742	–	1848
2023 Q4	$742	Buy	8 +4	+100%	+$331	﹤0.01%	1623
2023 Q3	$302	Hold	4	–	–	﹤0.01%	1827
2023 Q2	$290	Buy	4 +1	+33%	+$68	﹤0.01%	1746
2023 Q1	$219	Hold	3	–	–	﹤0.01%	1781
2022 Q4	$254	Hold	3	–	–	﹤0.01%	1741
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2023
2022 Q2	$0	Hold	3	–	–	﹤0.01%	2040
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1987
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1957
2021 Q3	$0	Buy	+3	New	+$222	﹤0.01%	1841
2020 Q1	–	Sell	-1	Closed	–	–	1619
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1519
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1404
2019 Q2	$0	Buy	+1	New	+$73	﹤0.01%	1396

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

Glassman Wealth Services's WTFC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 8 shares — an estimated $742 sold.

Glassman Wealth Services first reported a position in WTFC in Q2 2019 and held it in 13 quarters. The position peaked at $742 in Q4 2023. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

Glassman Wealth Services reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 8 Wintrust Financial shares in Q1 2024, an estimated $742.
Glassman Wealth Services first reported a position in Wintrust Financial in Q2 2019 and held it in 13 quarters.
Glassman Wealth Services's Wintrust Financial position peaked at $742 in Q4 2023.
387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.