KB Financial Partners’s Wintrust Financial WTFC Stock Holding History

KB Financial Partners’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
2022 Q1	–	Sell	-2	Closed	–	–	677
2021 Q4	$0	Buy	+2	New	+$178	﹤0.01%	674

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KB Financial Partners's WTFC Position: Q1 2022 in Review

KB Financial Partners sold out of Wintrust Financial (WTFC) in Q1 2022, closing a stake of 2 shares.

KB Financial Partners first reported a position in WTFC in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 351 funds tracked by Wall St. Rank hold WTFC as of Q1 2022.

KB Financial Partners reported no remaining Wintrust Financial position as of Q1 2022 after selling out during the quarter.
KB Financial Partners sold 2 Wintrust Financial shares in Q1 2022.
KB Financial Partners first reported a position in Wintrust Financial in Q4 2021 and held it in 1 quarter.
KB Financial Partners's Wintrust Financial position peaked at $0 in Q4 2021.
351 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2022.

Based on KB Financial Partners's 13F filing for Q1 2022, filed 17 May 2022.