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McGlone Suttner Wealth Management’s Wintrust Financial WTFC Stock Holding History

McGlone Suttner Wealth 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
2024
Q1 		– Sell
-494
Closed -$45.8K – 782
2023
Q4 		$45.8K Buy
+494
New +$40.8K 0.01% 298

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 $3.37T AUM 44.26% 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

McGlone Suttner Wealth Management's WTFC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 494 shares — an estimated $45.8K sold.

McGlone Suttner Wealth Management first reported a position in WTFC in Q4 2023 and held it in 1 quarter. The position peaked at $45.8K in Q4 2023. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 494 Wintrust Financial shares in Q1 2024, an estimated $45.8K.
  • McGlone Suttner Wealth Management first reported a position in Wintrust Financial in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Wintrust Financial position peaked at $45.8K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.