TWP
WTFC icon

TFO Wealth Partners’s Wintrust Financial WTFC Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-3
Closed -$313 – 761
2024
Q1 		$313 Hold
3
– – ﹤0.01% 384
2023
Q4 		$278 Hold
3
– – ﹤0.01% 539
2023
Q3 		$218 Hold
3
– – ﹤0.01% 770
2023
Q2 		$218 Hold
3
– – ﹤0.01% 481
2023
Q1 		$219 Buy
3
+1
+50% +$86 ﹤0.01% 451
2022
Q4 		$105 Buy
+2
New +$177 ﹤0.01% 768

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFO Wealth Partners's WTFC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Wintrust Financial (WTFC) in Q2 2024, closing a stake of 3 shares — an estimated $313 sold.

TFO Wealth Partners first reported a position in WTFC in Q4 2022 and held it in 6 quarters. The position peaked at $313 in Q1 2024. 396 funds tracked by Wall St. Rank hold WTFC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Wintrust Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Wintrust Financial shares in Q2 2024, an estimated $313.
  • TFO Wealth Partners first reported a position in Wintrust Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Wintrust Financial position peaked at $313 in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.