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Prospera Financial Services’s Wintrust Financial WTFC Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-28,020
Closed -$2.6M – 2630
2022
Q1 		$2.6M Sell
28,020
-1,616
-5% -$157K 0.11% 227
2021
Q4 		$2.69M Buy
+29,636
New +$2.64M 0.12% 209

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prospera Financial Services's WTFC Position: Q2 2022 in Review

Prospera Financial Services sold out of Wintrust Financial (WTFC) in Q2 2022, closing a stake of 28,020 shares — an estimated $2.6M sold.

Prospera Financial Services first reported a position in WTFC in Q4 2021 and held it in 2 quarters. The position peaked at $2.69M in Q4 2021. 349 funds tracked by Wall St. Rank hold WTFC as of Q2 2022.

  • Prospera Financial Services reported no remaining Wintrust Financial position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 28,020 Wintrust Financial shares in Q2 2022, an estimated $2.6M.
  • Prospera Financial Services first reported a position in Wintrust Financial in Q4 2021 and held it in 2 quarters.
  • Prospera Financial Services's Wintrust Financial position peaked at $2.69M in Q4 2021.
  • 349 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.