Sageworth Trust Company of South Dakota’s Wintrust Financial WTFC Stock Holding History

Sageworth Trust Company of South Dakota’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	-59	Closed	-$5K	–	256
2022 Q4	$5K	Hold	59	–	–	0.01%	158
2022 Q3	$5K	Sell	59 -41	-41%	-$3.48K	0.01%	149
2022 Q2	$8K	Sell	100 -94	-48%	-$8.09K	0.02%	174
2022 Q1	$18K	Sell	194 -33	-15%	-$3.21K	0.03%	125
2021 Q4	$21K	Buy	+227	New	+$20.3K	0.03%	225

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sageworth Trust Company of South Dakota's WTFC Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 59 shares — an estimated $5K sold.

Sageworth Trust Company of South Dakota first reported a position in WTFC in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 59 Wintrust Financial shares in Q1 2023, an estimated $5K.
Sageworth Trust Company of South Dakota first reported a position in Wintrust Financial in Q4 2021 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's Wintrust Financial position peaked at $21K in Q4 2021.
384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.