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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 – 2757
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sowell Financial Services's WTFC Position: Q2 2021 in Review

Sowell Financial Services sold out of Wintrust Financial (WTFC) in Q2 2021, closing a stake of 678 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in WTFC in Q1 2020 and held it in 5 quarters. The position peaked at $197K in Q4 2020. 297 funds tracked by Wall St. Rank hold WTFC as of Q2 2021.

  • Sowell Financial Services reported no remaining Wintrust Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 678 Wintrust Financial shares in Q2 2021, an estimated $53K.
  • Sowell Financial Services first reported a position in Wintrust Financial in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Wintrust Financial position peaked at $197K in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.