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Symmetry Partners’s Wintrust Financial WTFC Stock Holding History

Symmetry Partners’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
Q2 		– Sell
-2,786
Closed -$203K – 594
2023
Q1 		$203K Hold
2,786
– – 0.01% 539
2022
Q4 		$235K Hold
2,786
– – 0.01% 508
2022
Q3 		$227K Hold
2,786
– – 0.02% 505
2022
Q2 		$223K Sell
2,786
-1,375
-33% -$118K 0.02% 517
2022
Q1 		$387K Hold
4,161
– – 0.02% 446
2021
Q4 		$378K Hold
4,161
– – 0.02% 472
2021
Q3 		$345K Buy
+4,161
New +$307K 0.02% 519

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symmetry Partners's WTFC Position: Q2 2023 in Review

Symmetry Partners sold out of Wintrust Financial (WTFC) in Q2 2023, closing a stake of 2,786 shares — an estimated $203K sold.

Symmetry Partners first reported a position in WTFC in Q3 2021 and held it in 7 quarters. The position peaked at $387K in Q1 2022. 348 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

  • Symmetry Partners reported no remaining Wintrust Financial position as of Q2 2023 after selling out during the quarter.
  • Symmetry Partners sold 2,786 Wintrust Financial shares in Q2 2023, an estimated $203K.
  • Symmetry Partners first reported a position in Wintrust Financial in Q3 2021 and held it in 7 quarters.
  • Symmetry Partners's Wintrust Financial position peaked at $387K in Q1 2022.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on Symmetry Partners's 13F filing for Q2 2023, filed 5 Jul 2023.