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Kowal Investment Group’s Wintrust Financial WTFC Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-17
Closed -$1K – 955
2021
Q3 		$1K Buy
+17
New +$1.25K ﹤0.01% 890

Other funds holding WTFC

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kowal Investment Group's WTFC Position: Q4 2021 in Review

Kowal Investment Group sold out of Wintrust Financial (WTFC) in Q4 2021, closing a stake of 17 shares — an estimated $1K sold.

Kowal Investment Group first reported a position in WTFC in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 332 funds tracked by Wall St. Rank hold WTFC as of Q4 2021.

  • Kowal Investment Group reported no remaining Wintrust Financial position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 17 Wintrust Financial shares in Q4 2021, an estimated $1K.
  • Kowal Investment Group first reported a position in Wintrust Financial in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Wintrust Financial position peaked at $1K in Q3 2021.
  • 332 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.