One Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

One Wealth 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 Q1	–	Sell	-171	Closed	-$14.5K	–	605
2022 Q4	$14.5K	Buy	+171	New	+$15.1K	﹤0.01%	581
2019 Q2	–	Sell	-45	Closed	-$3K	–	485
2019 Q1	$3K	Buy	+45	New	+$3.22K	﹤0.01%	452
2018 Q4	–	Sell	-52	Closed	-$4K	–	481
2018 Q3	$4K	Hold	52	–	–	﹤0.01%	448
2018 Q2	$5K	Buy	+52	New	+$4.77K	﹤0.01%	405
2018 Q1	–	Sell	-73	Closed	-$6K	–	593
2017 Q4	$6K	Buy	+73	New	+$5.88K	﹤0.01%	394

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

One Wealth Advisors's WTFC Position: Q1 2023 in Review

One Wealth Advisors sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 171 shares — an estimated $14.5K sold.

One Wealth Advisors first reported a position in WTFC in Q4 2017 and held it in 5 quarters. The position peaked at $14.5K in Q4 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

One Wealth Advisors reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 171 Wintrust Financial shares in Q1 2023, an estimated $14.5K.
One Wealth Advisors first reported a position in Wintrust Financial in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's Wintrust Financial position peaked at $14.5K in Q4 2022.
384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.