Sowell Financial Services’s Wintrust Financial WTFC Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-678	Closed	-$53K	–	2762
2021 Q1	$53K	Sell	678 -2,542	-79%	-$182K	﹤0.01%	1635
2020 Q4	$197K	Buy	3,220 +1,780	+124%	+$95.8K	0.01%	855
2020 Q3	$58K	Sell	1,440 -152	-10%	-$6.5K	﹤0.01%	1163
2020 Q2	$69K	Hold	1,592	–	–	﹤0.01%	1083
2020 Q1	$52K	Buy	+1,592	New	+$88.4K	﹤0.01%	1049

Other funds holding WTFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return