Strategic Wealth Investment Group’s Wintrust Financial WTFC Stock Holding History

Strategic Wealth Investment Group’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 Q4	$464K	Hold	5,003	–	–	0.07%	87
2023 Q3	$378K	Hold	5,003	–	–	0.07%	77
2023 Q2	$363K	Hold	5,003	–	–	0.06%	95
2023 Q1	$365K	Hold	5,003	–	–	0.07%	95
2022 Q4	$414K	Buy	5,003 +3	+0.1%	+$265	0.1%	76
2022 Q3	$408K	Buy	+5,000	New	+$424K	0.12%	73
2022 Q2	–	Sell	-5,003	Closed	-$465K	–	144
2022 Q1	$465K	Hold	5,003	–	–	0.11%	65
2021 Q4	$454K	Buy	5,003 +3	+0.1%	+$268	0.12%	63
2021 Q3	$402K	Hold	5,000	–	–	0.12%	62
2021 Q2	$378K	Sell	5,000 -5,000	-50%	-$391K	0.13%	61
2021 Q1	$758K	Buy	+10,000	New	+$715K	0.36%	44

Other funds holding WTFC

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein

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