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Paces Ferry Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-12
Closed – – 1115
2020
Q3 		$0 Buy
+12
New +$513 ﹤0.01% 1261

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Paces Ferry Wealth Advisors's WTFC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Wintrust Financial (WTFC) in Q4 2020, closing a stake of 12 shares.

Paces Ferry Wealth Advisors first reported a position in WTFC in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 272 funds tracked by Wall St. Rank hold WTFC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Wintrust Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 12 Wintrust Financial shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Wintrust Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Wintrust Financial position peaked at $0 in Q3 2020.
  • 272 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.