Standard Family Office’s Wintrust Financial WTFC Stock Holding History

Standard Family Office’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 Q3	–	Sell	-26	Closed	-$2K	–	526
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	447
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	481
2020 Q4	$2K	Buy	+26	New	+$1.4K	﹤0.01%	513

Other funds holding WTFC

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Standard Family Office's WTFC Position: Q3 2021 in Review

Standard Family Office sold out of Wintrust Financial (WTFC) in Q3 2021, closing a stake of 26 shares — an estimated $2K sold.

Standard Family Office first reported a position in WTFC in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 305 funds tracked by Wall St. Rank hold WTFC as of Q3 2021.

Standard Family Office reported no remaining Wintrust Financial position as of Q3 2021 after selling out during the quarter.
Standard Family Office sold 26 Wintrust Financial shares in Q3 2021, an estimated $2K.
Standard Family Office first reported a position in Wintrust Financial in Q4 2020 and held it in 3 quarters.
Standard Family Office's Wintrust Financial position peaked at $2K in Q2 2021.
305 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.