MCC
WTFC icon

Money Concepts Capital’s Wintrust Financial WTFC Stock Holding History

Money Concepts Capital’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
-240
Closed -$20.3K – 2925
2022
Q4 		$20.3K Buy
+240
New +$21.2K ﹤0.01% 1669

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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

Money Concepts Capital's WTFC Position: Q1 2023 in Review

Money Concepts Capital sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 240 shares — an estimated $20.3K sold.

Money Concepts Capital first reported a position in WTFC in Q4 2022 and held it in 1 quarter. The position peaked at $20.3K in Q4 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • Money Concepts Capital reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 240 Wintrust Financial shares in Q1 2023, an estimated $20.3K.
  • Money Concepts Capital first reported a position in Wintrust Financial in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Wintrust Financial position peaked at $20.3K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.