Meridian Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-3	Closed	–	–	1284
2021 Q1	$0	Buy	+3	New	+$214	﹤0.01%	1474

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Meridian Wealth Partners's WTFC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Wintrust Financial (WTFC) in Q2 2021, closing a stake of 3 shares.

Meridian Wealth Partners first reported a position in WTFC in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 297 funds tracked by Wall St. Rank hold WTFC as of Q2 2021.

Meridian Wealth Partners reported no remaining Wintrust Financial position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 3 Wintrust Financial shares in Q2 2021.
Meridian Wealth Partners first reported a position in Wintrust Financial in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Wintrust Financial position peaked at $0 in Q1 2021.
297 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.