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M&R Capital Management’s Wintrust Financial WTFC Stock Holding History

M&R Capital Management’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
Q1 		– Sell
-19
Closed -$1.6K – 649
2022
Q4 		$1.6K Buy
+19
New +$1.68K ﹤0.01% 521

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

M&R Capital Management's WTFC Position: Q1 2023 in Review

M&R Capital Management sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 19 shares — an estimated $1.6K sold.

M&R Capital Management first reported a position in WTFC in Q4 2022 and held it in 1 quarter. The position peaked at $1.6K in Q4 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • M&R Capital Management reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • M&R Capital Management sold 19 Wintrust Financial shares in Q1 2023, an estimated $1.6K.
  • M&R Capital Management first reported a position in Wintrust Financial in Q4 2022 and held it in 1 quarter.
  • M&R Capital Management's Wintrust Financial position peaked at $1.6K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.