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Laffer Tengler Investments’s Wintrust Financial WTFC Stock Holding History

Laffer Tengler Investments’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
2023
Q3 		– Sell
-3,287
Closed -$239K – 399
2023
Q2 		$239K Buy
3,287
+8
+0.2% +$546 0.06% 182
2023
Q1 		$239K Sell
3,279
-59
-2% -$5.04K 0.06% 184
2022
Q4 		$282K Buy
+3,338
New +$295K 0.08% 176

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laffer Tengler Investments's WTFC Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Wintrust Financial (WTFC) in Q3 2023, closing a stake of 3,287 shares — an estimated $239K sold.

Laffer Tengler Investments first reported a position in WTFC in Q4 2022 and held it in 3 quarters. The position peaked at $282K in Q4 2022. 348 funds tracked by Wall St. Rank hold WTFC as of Q3 2023.

  • Laffer Tengler Investments reported no remaining Wintrust Financial position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 3,287 Wintrust Financial shares in Q3 2023, an estimated $239K.
  • Laffer Tengler Investments first reported a position in Wintrust Financial in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's Wintrust Financial position peaked at $282K in Q4 2022.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.