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MRA Advisory Group’s Wintrust Financial WTFC Stock Holding History

MRA Advisory Group’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
2022
Q3 		– Sell
-6,385
Closed -$512K – 112
2022
Q2 		$512K Buy
6,385
+152
+2% +$13.1K 0.45% 47
2022
Q1 		$579K Buy
+6,233
New +$607K 0.44% 48

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MRA Advisory Group's WTFC Position: Q3 2022 in Review

MRA Advisory Group sold out of Wintrust Financial (WTFC) in Q3 2022, closing a stake of 6,385 shares — an estimated $512K sold.

MRA Advisory Group first reported a position in WTFC in Q1 2022 and held it in 2 quarters. The position peaked at $579K in Q1 2022. 354 funds tracked by Wall St. Rank hold WTFC as of Q3 2022.

  • MRA Advisory Group reported no remaining Wintrust Financial position as of Q3 2022 after selling out during the quarter.
  • MRA Advisory Group sold 6,385 Wintrust Financial shares in Q3 2022, an estimated $512K.
  • MRA Advisory Group first reported a position in Wintrust Financial in Q1 2022 and held it in 2 quarters.
  • MRA Advisory Group's Wintrust Financial position peaked at $579K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2022.

Based on MRA Advisory Group's 13F filing for Q3 2022, filed 14 Oct 2022.