Pinnacle Holdings’s Wintrust Financial WTFC Stock Holding History

Pinnacle Holdings’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 Q1	–	Sell	-22,380	Closed	-$2.03M	–	261
2021 Q4	$2.03M	Hold	22,380	–	–	0.85%	35
2021 Q3	$1.8M	Hold	22,380	–	–	0.79%	45
2021 Q2	$1.69M	Sell	22,380 -988	-4%	-$77.2K	0.78%	52
2021 Q1	$1.77M	Sell	23,368 -123	-0.5%	-$8.79K	0.82%	43
2020 Q4	$1.44M	Sell	23,491 -1,853	-7%	-$99.7K	0.76%	48
2020 Q3	$1.02M	Sell	25,344 -222	-0.9%	-$9.5K	0.59%	62
2020 Q2	$1.12M	Sell	25,566 -1,294	-5%	-$51.7K	0.53%	66
2020 Q1	$883K	Sell	26,860 -223	-0.8%	-$12.4K	0.51%	64
2019 Q4	$1.92M	Sell	27,083 -664	-2%	-$44.3K	0.72%	46
2019 Q3	$1.79M	Hold	27,747	–	–	0.68%	55
2019 Q2	$2.03M	Hold	27,747	–	–	0.75%	50
2019 Q1	$1.87M	Sell	27,747 -49	-0.2%	-$3.5K	0.7%	53
2018 Q4	$1.85M	Sell	27,796 -670	-2%	-$50.9K	0.76%	49
2018 Q3	$2.42M	Sell	28,466 -457	-2%	-$40.7K	0.83%	45
2018 Q2	$2.52M	Sell	28,923 -252	-0.9%	-$23.1K	0.88%	36
2018 Q1	$2.51M	Sell	29,175 -1,869	-6%	-$161K	0.94%	38
2017 Q4	$2.56M	Sell	31,044 -2,570	-8%	-$207K	0.93%	35
2017 Q3	$2.63M	Sell	33,614 -691	-2%	-$51.4K	0.97%	31
2017 Q2	$2.62M	Buy	+34,305	New	+$2.46M	1.02%	25

Other funds holding WTFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Pinnacle Holdings's WTFC Position: Q1 2022 in Review

Pinnacle Holdings sold out of Wintrust Financial (WTFC) in Q1 2022, closing a stake of 22,380 shares — an estimated $2.03M sold.

Pinnacle Holdings first reported a position in WTFC in Q2 2017 and held it in 19 quarters. The position peaked at $2.63M in Q3 2017. 351 funds tracked by Wall St. Rank hold WTFC as of Q1 2022.

Pinnacle Holdings reported no remaining Wintrust Financial position as of Q1 2022 after selling out during the quarter.
Pinnacle Holdings sold 22,380 Wintrust Financial shares in Q1 2022, an estimated $2.03M.
Pinnacle Holdings first reported a position in Wintrust Financial in Q2 2017 and held it in 19 quarters.
Pinnacle Holdings's Wintrust Financial position peaked at $2.63M in Q3 2017.
351 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2022.

Based on Pinnacle Holdings's 13F filing for Q1 2022, filed 13 May 2022.