LI
WTFC icon

Leap Investments’s Wintrust Financial WTFC Stock Holding History

Leap 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
2020
Q2 		– Sell
-7,700
Closed -$253K – 585
2020
Q1 		$253K Buy
+7,700
New +$427K 0.37% 102
2019
Q4 		– Sell
-14,200
Closed -$918K – 608
2019
Q3 		$918K Buy
+14,200
New +$942K 0.46% 62

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Leap Investments's WTFC Position: Q2 2020 in Review

Leap Investments sold out of Wintrust Financial (WTFC) in Q2 2020, closing a stake of 7,700 shares — an estimated $253K sold.

Leap Investments first reported a position in WTFC in Q3 2019 and held it in 2 quarters. The position peaked at $918K in Q3 2019. 262 funds tracked by Wall St. Rank hold WTFC as of Q2 2020.

  • Leap Investments reported no remaining Wintrust Financial position as of Q2 2020 after selling out during the quarter.
  • Leap Investments sold 7,700 Wintrust Financial shares in Q2 2020, an estimated $253K.
  • Leap Investments first reported a position in Wintrust Financial in Q3 2019 and held it in 2 quarters.
  • Leap Investments's Wintrust Financial position peaked at $918K in Q3 2019.
  • 262 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2020.

Based on Leap Investments's 13F filing for Q2 2020, filed 3 Aug 2020.