Pictet Asset Management (Switzerland)’s Wintrust Financial WTFC Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$524K	Hold	7,219	–	–	﹤0.01%	1221
2023 Q1	$527K	Hold	7,219	–	–	﹤0.01%	1224
2022 Q4	$610K	Buy	7,219 +3,670	+103%	+$324K	﹤0.01%	1164
2022 Q3	$289K	Hold	3,549	–	–	﹤0.01%	1252
2022 Q2	$284K	Hold	3,549	–	–	﹤0.01%	1298
2022 Q1	$330K	Hold	3,549	–	–	﹤0.01%	1313
2021 Q4	$322K	Hold	3,549	–	–	﹤0.01%	1365
2021 Q3	$285K	Buy	+3,549	New	+$262K	﹤0.01%	1437

Other funds holding WTFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s WTFC Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Wintrust Financial (WTFC) position steady in Q2 2023 at 7,219 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Pictet Asset Management (Switzerland) first reported a position in WTFC in Q3 2021 and has held it in 8 quarters since. The position peaked at $610K in Q4 2022. 350 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

Pictet Asset Management (Switzerland) held 7,219 shares of Wintrust Financial worth $524K as of Q2 2023.
Pictet Asset Management (Switzerland) left its Wintrust Financial share count unchanged in Q2 2023.
Wintrust Financial made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1221 holding.
Pictet Asset Management (Switzerland) first reported a position in Wintrust Financial in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Wintrust Financial position peaked at $610K in Q4 2022.
350 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.