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	–	1577
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	–	1116
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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Sutton Wealth Advisors's WTFC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 1 share — an estimated $85 sold.

Sutton Wealth Advisors first reported a position in WTFC in Q1 2016 and held it in 12 quarters. The position peaked at $75K in Q4 2016. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1 Wintrust Financial share in Q1 2023, an estimated $85.
Sutton Wealth Advisors first reported a position in Wintrust Financial in Q1 2016 and held it in 12 quarters.
Sutton Wealth Advisors's Wintrust Financial position peaked at $75K in Q4 2016.
384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.