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SYSTM Wealth Solutions’s Wintrust Financial WTFC Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-147
Closed -$14.5K – 641
2024
Q2 		$14.5K Buy
147
+24
+20% +$2.35K ﹤0.01% 418
2024
Q1 		$12.8K Buy
+123
New +$11.9K ﹤0.01% 755

Other funds holding WTFC

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BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SYSTM Wealth Solutions's WTFC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 147 shares — an estimated $14.5K sold.

SYSTM Wealth Solutions first reported a position in WTFC in Q1 2024 and held it in 2 quarters. The position peaked at $14.5K in Q2 2024. 416 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 147 Wintrust Financial shares in Q3 2024, an estimated $14.5K.
  • SYSTM Wealth Solutions first reported a position in Wintrust Financial in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Wintrust Financial position peaked at $14.5K in Q2 2024.
  • 416 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.