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Lee Financial’s Wintrust Financial WTFC Stock Holding History

Lee Financial’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
Q1 		– Sell
-165
Closed -$15.3K – 823
2023
Q4 		$15.3K Hold
165
– – ﹤0.01% 357
2023
Q3 		$12.5K Hold
165
– – ﹤0.01% 380
2023
Q2 		$12K Buy
165
+45
+38% +$3.07K ﹤0.01% 381
2023
Q1 		$8.75K Buy
120
+118
+5,900% +$10.1K ﹤0.01% 444
2022
Q4 		$169 Hold
2
– – ﹤0.01% 893
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1043
2022
Q2 		$0 Buy
+2
New +$172 ﹤0.01% 1022

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lee Financial's WTFC Position: Q1 2024 in Review

Lee Financial sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 165 shares — an estimated $15.3K sold.

Lee Financial first reported a position in WTFC in Q2 2022 and held it in 7 quarters. The position peaked at $15.3K in Q4 2023. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

  • Lee Financial reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 165 Wintrust Financial shares in Q1 2024, an estimated $15.3K.
  • Lee Financial first reported a position in Wintrust Financial in Q2 2022 and held it in 7 quarters.
  • Lee Financial's Wintrust Financial position peaked at $15.3K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.