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

Pictet Asset Management (UK)’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
2021
Q2 		$268K Sell
3,549
-1,251
-26% -$97.8K ﹤0.01% 1481
2021
Q1 		$364K Sell
4,800
-700
-13% -$50K ﹤0.01% 1344
2020
Q4 		$336K Buy
+5,500
New +$296K ﹤0.01% 1335

Other funds holding WTFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pictet Asset Management (UK)'s WTFC Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Wintrust Financial (WTFC) stake by 26% in Q2 2021, selling an estimated $97.8K and leaving 3,549 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Pictet Asset Management (UK) first reported a position in WTFC in Q4 2020 and has held it in 3 quarters since. The position peaked at $364K in Q1 2021. 297 funds tracked by Wall St. Rank hold WTFC as of Q2 2021.

  • Pictet Asset Management (UK) held 3,549 shares of Wintrust Financial worth $268K as of Q2 2021.
  • Pictet Asset Management (UK) sold 1,251 Wintrust Financial shares in Q2 2021, an estimated $97.8K.
  • Wintrust Financial made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1481 holding.
  • Pictet Asset Management (UK) first reported a position in Wintrust Financial in Q4 2020 and has held it in 3 quarters since.
  • Pictet Asset Management (UK)'s Wintrust Financial position peaked at $364K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.