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Raymond James Financial Services Advisors’s Wintrust Financial WTFC Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$7.07M Buy
65,130
+19,321
+42% +$2.01M 0.01% 1043
2024
Q2 		$4.51M Sell
45,809
-4,777
-9% -$468K 0.01% 1222
2024
Q1 		$5.28M Sell
50,586
-15,030
-23% -$1.45M 0.01% 1104
2023
Q4 		$6.09M Sell
65,616
-10,754
-14% -$889K 0.01% 978
2023
Q3 		$5.77M Sell
76,370
-4,630
-6% -$364K 0.01% 944
2023
Q2 		$5.88M Buy
81,000
+153
+0.2% +$10.4K 0.01% 935
2023
Q1 		$5.9M Sell
80,847
-12,192
-13% -$1.04M 0.01% 915
2022
Q4 		$7.86M Sell
93,039
-51,206
-35% -$4.52M 0.02% 755
2022
Q3 		$11.8M Sell
144,245
-5,934
-4% -$504K 0.03% 560
2022
Q2 		$12M Sell
150,179
-35,424
-19% -$3.05M 0.03% 567
2022
Q1 		$17.2M Buy
185,603
+43,995
+31% +$4.29M 0.03% 493
2021
Q4 		$12.9M Sell
141,608
-16,260
-10% -$1.45M 0.02% 583
2021
Q3 		$12.7M Sell
157,868
-26,129
-14% -$1.93M 0.03% 577
2021
Q2 		$13.9M Buy
183,997
+20,448
+13% +$1.6M 0.03% 549
2021
Q1 		$12.4M Buy
163,549
+28,293
+21% +$2.02M 0.03% 542
2020
Q4 		$8.26M Buy
135,256
+90,511
+202% +$4.87M 0.02% 636
2020
Q3 		$1.79M Sell
44,745
-2,494
-5% -$107K 0.01% 1228
2020
Q2 		$2.06M Buy
47,239
+37,589
+390% +$1.5M 0.01% 1110
2020
Q1 		$317K Sell
9,650
-10,137
-51% -$563K ﹤0.01% 1827
2019
Q4 		$1.4M Sell
19,787
-4,485
-18% -$299K ﹤0.01% 1352
2019
Q3 		$1.57M Sell
24,272
-2,606
-10% -$173K 0.01% 1236
2019
Q2 		$1.97M Buy
26,878
+5,722
+27% +$418K 0.01% 1123
2019
Q1 		$1.42M Sell
21,156
-1,355
-6% -$96.8K 0.01% 1251
2018
Q4 		$1.5M Sell
22,511
-27,158
-55% -$2.06M 0.01% 1055
2018
Q3 		$4.22M Sell
49,669
-3,641
-7% -$324K 0.02% 712
2018
Q2 		$4.64M Buy
53,310
+2,097
+4% +$192K 0.02% 628
2018
Q1 		$4.41M Sell
51,213
-26,438
-34% -$2.28M 0.03% 605
2017
Q4 		$6.4M Sell
77,651
-137,480
-64% -$11.1M 0.04% 450
2017
Q3 		$16.8M Sell
215,131
-20,243
-9% -$1.5M 0.11% 218
2017
Q2 		$18M Sell
235,374
-10,380
-4% -$743K 0.12% 197
2017
Q1 		$17M Buy
245,754
+56,708
+30% +$4.07M 0.13% 188
2016
Q4 		$13.7M Buy
189,046
+170,982
+947% +$10.6M 0.12% 214
2016
Q3 		$1M Sell
18,064
-122
-0.7% -$6.57K 0.01% 1095
2016
Q2 		$927K Buy
+18,186
New +$910K 0.01% 1086

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 Financial Services Advisors's WTFC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Wintrust Financial (WTFC) stake by 42% in Q3 2024, buying an estimated $2.01M and bringing the position to 65,130 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #1043.

Raymond James Financial Services Advisors first reported a position in WTFC in Q2 2016 and has held it in 34 quarters since. The position peaked at $18M in Q2 2017. 416 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Raymond James Financial Services Advisors held 65,130 shares of Wintrust Financial worth $7.07M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 19,321 Wintrust Financial shares in Q3 2024, an estimated $2.01M.
  • Wintrust Financial made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1043 holding.
  • Raymond James Financial Services Advisors first reported a position in Wintrust Financial in Q2 2016 and has held it in 34 quarters since.
  • Raymond James Financial Services Advisors's Wintrust Financial position peaked at $18M in Q2 2017.
  • 416 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.