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Kapitalo Investimentos’s Wintrust Financial WTFC Stock Holding History

Kapitalo Investimentos’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
-2,096
Closed -$207K – 235
2024
Q2 		$207K Buy
+2,096
New +$205K 0.06% 149
2024
Q1 		– Sell
-645
Closed -$59.8K – 564
2023
Q4 		$59.8K Buy
+645
New +$53.3K 0.01% 445
2023
Q2 		– Sell
-1,561
Closed -$114K – 719
2023
Q1 		$114K Buy
+1,561
New +$133K 0.04% 300

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Kapitalo Investimentos's WTFC Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 2,096 shares — an estimated $207K sold.

Kapitalo Investimentos first reported a position in WTFC in Q1 2023 and held it in 3 quarters. The position peaked at $207K in Q2 2024. 418 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Kapitalo Investimentos reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,096 Wintrust Financial shares in Q3 2024, an estimated $207K.
  • Kapitalo Investimentos first reported a position in Wintrust Financial in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Wintrust Financial position peaked at $207K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.