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Moisand Fitzgerald Tamayo’s Wintrust Financial WTFC Stock Holding History

Moisand Fitzgerald Tamayo’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
-16
Closed -$1.21K – 823
2023
Q3 		$1.21K Hold
16
– – ﹤0.01% 633
2023
Q2 		$1.16K Hold
16
– – ﹤0.01% 635
2023
Q1 		$1.17K Hold
16
– – ﹤0.01% 651
2022
Q4 		$1.35K Buy
+16
New +$1.41K ﹤0.01% 625

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

Moisand Fitzgerald Tamayo's WTFC Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Wintrust Financial (WTFC) in Q4 2023, closing a stake of 16 shares — an estimated $1.21K sold.

Moisand Fitzgerald Tamayo first reported a position in WTFC in Q4 2022 and held it in 4 quarters. The position peaked at $1.35K in Q4 2022. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Wintrust Financial position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 16 Wintrust Financial shares in Q4 2023, an estimated $1.21K.
  • Moisand Fitzgerald Tamayo first reported a position in Wintrust Financial in Q4 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Wintrust Financial position peaked at $1.35K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.