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Raymond James & Associates’s Wintrust Financial WTFC Stock Holding History

Raymond James & Associates’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
Q4 		– Sell
-28,400
Closed -$77K – 4289
2021
Q3 		$77K Sell
28,400
-200
-0.7% -$14.8K ﹤0.01% 3874
2021
Q2 		$43K Buy
+28,600
New +$2.23M ﹤0.01% 3927

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Raymond James & Associates's WTFC Position: Q3 2024 in Review

Raymond James & Associates increased its Wintrust Financial (WTFC) stake by 5.2% in Q3 2024, buying an estimated $1.13M and bringing the position to 218,733 shares worth $23.7M. The position accounts for 0.01% of the portfolio, ranked #731.

Raymond James & Associates first reported a position in WTFC in Q2 2015 and has held it in 38 quarters since. The position peaked at $25.7M in Q2 2021. 417 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Raymond James & Associates held 218,733 shares of Wintrust Financial worth $23.7M as of Q3 2024.
  • Raymond James & Associates bought 10,789 Wintrust Financial shares in Q3 2024, an estimated $1.13M.
  • Wintrust Financial made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #731 holding.
  • Raymond James & Associates first reported a position in Wintrust Financial in Q2 2015 and has held it in 38 quarters since.
  • Raymond James & Associates's Wintrust Financial position peaked at $25.7M in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.