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Romano Brothers & Co’s Wintrust Financial WTFC Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-842
Closed -$71.2K – 989
2022
Q4 		$71.2K Buy
+842
New +$74.4K 0.01% 419

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Romano Brothers & Co's WTFC Position: Q1 2023 in Review

Romano Brothers & Co sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 842 shares — an estimated $71.2K sold.

Romano Brothers & Co first reported a position in WTFC in Q4 2022 and held it in 1 quarter. The position peaked at $71.2K in Q4 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • Romano Brothers & Co reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 842 Wintrust Financial shares in Q1 2023, an estimated $71.2K.
  • Romano Brothers & Co first reported a position in Wintrust Financial in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Wintrust Financial position peaked at $71.2K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.