LIA
WTFC icon

Lynx Investment Advisory’s Wintrust Financial WTFC Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-13
Closed -$1.28K – 786
2024
Q2 		$1.28K Buy
+13
New +$1.27K ﹤0.01% 617

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lynx Investment Advisory's WTFC Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 13 shares — an estimated $1.28K sold.

Lynx Investment Advisory first reported a position in WTFC in Q2 2024 and held it in 1 quarter. The position peaked at $1.28K in Q2 2024. 418 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 13 Wintrust Financial shares in Q3 2024, an estimated $1.28K.
  • Lynx Investment Advisory first reported a position in Wintrust Financial in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Wintrust Financial position peaked at $1.28K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.