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McElhenny Sheffield Capital Management’s Wintrust Financial WTFC Stock Holding History

McElhenny Sheffield 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
-7
Closed -$592 – 624
2022
Q4 		$592 Buy
+7
New +$618 ﹤0.01% 621

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Dimensional Fund Advisors
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JP Morgan Chase
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Victory Capital Management
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AllianceBernstein
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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

McElhenny Sheffield Capital Management's WTFC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 7 shares — an estimated $592 sold.

McElhenny Sheffield Capital Management first reported a position in WTFC in Q4 2022 and held it in 1 quarter. The position peaked at $592 in Q4 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 7 Wintrust Financial shares in Q1 2023, an estimated $592.
  • McElhenny Sheffield Capital Management first reported a position in Wintrust Financial in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Wintrust Financial position peaked at $592 in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.