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Milestone Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-24
Closed -$1.81K – 438
2023
Q3 		$1.81K Buy
+24
New +$1.89K ﹤0.01% 390
2023
Q2 		– Sell
-18
Closed -$1.31K – 434
2023
Q1 		$1.31K Buy
+18
New +$1.54K ﹤0.01% 418

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Milestone Investment Advisors's WTFC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Wintrust Financial (WTFC) in Q4 2023, closing a stake of 24 shares — an estimated $1.81K sold.

Milestone Investment Advisors first reported a position in WTFC in Q1 2023 and held it in 2 quarters. The position peaked at $1.81K in Q3 2023. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Wintrust Financial position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 24 Wintrust Financial shares in Q4 2023, an estimated $1.81K.
  • Milestone Investment Advisors first reported a position in Wintrust Financial in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Wintrust Financial position peaked at $1.81K in Q3 2023.
  • 395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.