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JOYN Advisors’s Wintrust Financial WTFC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-973
Closed -$65K – 1431
2018
Q4 		$65K Buy
973
+36
+4% +$2.73K 0.01% 276
2018
Q3 		$80K Sell
937
-7
-0.7% -$623 0.02% 267
2018
Q2 		$82K Sell
944
-473
-33% -$43.4K 0.02% 263
2018
Q1 		$122K Sell
1,417
-1,627
-53% -$140K 0.03% 212
2017
Q4 		$251K Buy
+3,044
New +$245K 0.05% 142

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return