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RFP Financial Group’s Wintrust Financial WTFC Stock Holding History

RFP Financial Group’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
2023
Q4 		– Sell
-47
Closed -$3.55K – 1007
2023
Q3 		$3.55K Hold
47
– – ﹤0.01% 559
2023
Q2 		$3.41K Hold
47
– – ﹤0.01% 610
2023
Q1 		$3.43K Hold
47
– – ﹤0.01% 438
2022
Q4 		$3.97K Buy
+47
New +$4.15K ﹤0.01% 556

Other funds holding WTFC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

RFP Financial Group's WTFC Position: Q4 2023 in Review

RFP Financial Group sold out of Wintrust Financial (WTFC) in Q4 2023, closing a stake of 47 shares — an estimated $3.55K sold.

RFP Financial Group first reported a position in WTFC in Q4 2022 and held it in 4 quarters. The position peaked at $3.97K in Q4 2022. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2023.

  • RFP Financial Group reported no remaining Wintrust Financial position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 47 Wintrust Financial shares in Q4 2023, an estimated $3.55K.
  • RFP Financial Group first reported a position in Wintrust Financial in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Wintrust Financial position peaked at $3.97K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.