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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Strategic Wealth Investment Group's WTFC Position: Q4 2023 in Review

Strategic Wealth Investment Group held its Wintrust Financial (WTFC) position steady in Q4 2023 at 5,003 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #87.

Strategic Wealth Investment Group first reported a position in WTFC in Q1 2021 and has held it in 11 quarters since. The position peaked at $758K in Q1 2021. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2023.

Strategic Wealth Investment Group held 5,003 shares of Wintrust Financial worth $464K as of Q4 2023.
Strategic Wealth Investment Group left its Wintrust Financial share count unchanged in Q4 2023.
Wintrust Financial made up 0.07% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #87 holding.
Strategic Wealth Investment Group first reported a position in Wintrust Financial in Q1 2021 and has held it in 11 quarters since.
Strategic Wealth Investment Group's Wintrust Financial position peaked at $758K in Q1 2021.
395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.