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TCI Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

TCI 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
Q2 		– Sell
-3
Closed -$219 – 2260
2023
Q1 		$219 Sell
3
-1
-25% -$86 ﹤0.01% 2323
2022
Q4 		$338 Sell
4
-1
-20% -$88 ﹤0.01% 2266
2022
Q3 		$0 Buy
+5
New +$424 ﹤0.01% 2620
2018
Q4 		– Sell
-6
Closed -$1K – 1680
2018
Q3 		$1K Sell
6
-12
-67% -$1.07K ﹤0.01% 1353
2018
Q2 		$2K Buy
+18
New +$1.65K ﹤0.01% 1167

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 $3.37T AUM 44.26% 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

TCI Wealth Advisors's WTFC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Wintrust Financial (WTFC) in Q2 2023, closing a stake of 3 shares — an estimated $219 sold.

TCI Wealth Advisors first reported a position in WTFC in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2018. 348 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Wintrust Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Wintrust Financial shares in Q2 2023, an estimated $219.
  • TCI Wealth Advisors first reported a position in Wintrust Financial in Q2 2018 and held it in 5 quarters.
  • TCI Wealth Advisors's Wintrust Financial position peaked at $2K in Q2 2018.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.