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Innealta Capital’s Wintrust Financial WTFC Stock Holding History

Innealta Capital’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
Q3 		– Sell
-1
Closed -$99 – 1707
2024
Q2 		$99 Buy
+1
New +$98 ﹤0.01% 1686

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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 $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Innealta Capital's WTFC Position: Q3 2024 in Review

Innealta Capital sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 1 share — an estimated $99 sold.

Innealta Capital first reported a position in WTFC in Q2 2024 and held it in 1 quarter. The position peaked at $99 in Q2 2024. 418 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Innealta Capital reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 1 Wintrust Financial share in Q3 2024, an estimated $99.
  • Innealta Capital first reported a position in Wintrust Financial in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Wintrust Financial position peaked at $99 in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.