Gradient Investments’s Wintrust Financial WTFC Stock Holding History

Gradient Investments’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	-2,377	Closed	-$220K	–	1859
2023 Q4	$220K	Hold	2,377	–	–	0.01%	325
2023 Q3	$179K	Sell	2,377 -5	-0.2%	-$393	﹤0.01%	328
2023 Q2	$173K	Hold	2,382	–	–	﹤0.01%	340
2023 Q1	$174K	Hold	2,382	–	–	﹤0.01%	306
2022 Q4	$201K	Hold	2,382	–	–	0.01%	292
2022 Q3	$194K	Hold	2,382	–	–	0.01%	287
2022 Q2	$191K	Sell	2,382 -2	-0.1%	-$172	0.01%	294
2022 Q1	$222K	Sell	2,384 -414	-15%	-$40.3K	0.01%	278
2021 Q4	$254K	Sell	2,798 -3	-0.1%	-$268	0.01%	261
2021 Q3	$225K	Sell	2,801 -154	-5%	-$11.4K	0.01%	267
2021 Q2	$223K	Hold	2,955	–	–	0.01%	269
2021 Q1	$224K	Hold	2,955	–	–	0.01%	276
2020 Q4	$118K	Hold	2,955	–	–	0.01%	296
2020 Q3	$118K	Hold	2,955	–	–	0.01%	296
2020 Q2	$129K	Hold	2,955	–	–	0.01%	274
2020 Q1	$97K	Hold	2,955	–	–	0.01%	277
2019 Q4	$210K	Hold	2,955	–	–	0.01%	257
2019 Q3	$191K	Buy	+2,955	New	+$196K	0.01%	259

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

Gradient Investments's WTFC Position: Q1 2024 in Review

Gradient Investments sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 2,377 shares — an estimated $220K sold.

Gradient Investments first reported a position in WTFC in Q3 2019 and held it in 18 quarters. The position peaked at $254K in Q4 2021. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

Gradient Investments reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 2,377 Wintrust Financial shares in Q1 2024, an estimated $220K.
Gradient Investments first reported a position in Wintrust Financial in Q3 2019 and held it in 18 quarters.
Gradient Investments's Wintrust Financial position peaked at $254K in Q4 2021.
387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.