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Telemus Capital’s Wintrust Financial WTFC Stock Holding History

Telemus Capital’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
Q4 		$582K Buy
6,270
+795
+15% +$65.7K 0.05% 219
2023
Q3 		$413K Buy
5,475
+405
+8% +$31.9K 0.04% 235
2023
Q2 		$368K Buy
5,070
+1,854
+58% +$126K 0.03% 249
2023
Q1 		$235K Buy
3,216
+783
+32% +$67K 0.02% 291
2022
Q4 		$208K Buy
+2,433
New +$215K 0.02% 316
2022
Q3 		– Sell
-2,659
Closed -$213K – 346
2022
Q2 		$213K Sell
2,659
-6
-0.2% -$517 0.02% 326
2022
Q1 		$248K Sell
2,665
-104
-4% -$10.1K 0.02% 301
2021
Q4 		$251K Buy
2,769
+266
+11% +$23.7K 0.02% 327
2021
Q3 		$201K Buy
+2,503
New +$185K 0.02% 337
2018
Q1 		– Sell
-150
Closed -$12K – 569
2017
Q4 		$12K Buy
+150
New +$12.1K ﹤0.01% 507

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return