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Reilly Financial Advisors’s Wintrust Financial WTFC Stock Holding History

Reilly Financial 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
2021
Q4 		$4K Hold
40
– – ﹤0.01% 911
2021
Q3 		$3K Hold
40
– – ﹤0.01% 833
2021
Q2 		$3K Sell
40
-1
-2% -$78 ﹤0.01% 880
2021
Q1 		$3K Buy
+41
New +$2.93K ﹤0.01% 888

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Reilly Financial Advisors's WTFC Position: Q4 2021 in Review

Reilly Financial Advisors held its Wintrust Financial (WTFC) position steady in Q4 2021 at 40 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Reilly Financial Advisors first reported a position in WTFC in Q1 2021 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold WTFC as of Q4 2021.

  • Reilly Financial Advisors held 40 shares of Wintrust Financial worth $4K as of Q4 2021.
  • Reilly Financial Advisors left its Wintrust Financial share count unchanged in Q4 2021.
  • Wintrust Financial made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #911 holding.
  • Reilly Financial Advisors first reported a position in Wintrust Financial in Q1 2021 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.