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Sherbrooke Park Advisers’s Wintrust Financial WTFC Stock Holding History

Sherbrooke Park Advisers’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 		– Sell
-5,302
Closed -$523K – 1307
2024
Q2 		$523K Buy
+5,302
New +$519K 0.09% 390

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

Sherbrooke Park Advisers's WTFC Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 5,302 shares — an estimated $523K sold.

Sherbrooke Park Advisers first reported a position in WTFC in Q2 2024 and held it in 1 quarter. The position peaked at $523K in Q2 2024. 416 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 5,302 Wintrust Financial shares in Q3 2024, an estimated $523K.
  • Sherbrooke Park Advisers first reported a position in Wintrust Financial in Q2 2024 and held it in 1 quarter.
  • Sherbrooke Park Advisers's Wintrust Financial position peaked at $523K in Q2 2024.
  • 416 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.