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SWA
Sutton Wealth Advisors’s
Wintrust Financial
WTFC
Stock Holding History
Sutton Wealth Advisors’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
Q1
–
Sell
-1
Closed
-$85
–
1578
2022
Q4
$85
Hold
1
–
–
﹤0.01%
1647
2022
Q3
$82
Sell
1
-9
-90%
-$764
﹤0.01%
1624
2022
Q2
$802
Hold
10
–
–
﹤0.01%
1347
2022
Q1
$929
Buy
10
+3
+43%
+$292
﹤0.01%
1360
2021
Q4
$636
Buy
+7
New
+$625
﹤0.01%
1450
2017
Q4
–
Sell
-181
Closed
-$14.2K
–
1117
2017
Q3
$14.2K
Sell
181
-104
-36%
-$7.73K
0.01%
660
2017
Q2
$21.8K
Sell
285
-748
-72%
-$53.6K
0.02%
484
2017
Q1
$71.4K
Hold
1,033
–
–
0.06%
214
2016
Q4
$75K
Hold
1,033
–
–
0.07%
206
2016
Q3
$57.4K
Hold
1,033
–
–
0.05%
232
2016
Q2
$52.7K
Hold
1,033
–
–
0.05%
243
2016
Q1
$45.8K
Buy
+1,033
New
+$44.3K
0.04%
260
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$29.7B AUM
43.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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