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Truvestments Capital’s Wintrust Financial WTFC Stock Holding History

Truvestments 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
Q1 		– Sell
-21
Closed -$1.77K – 951
2022
Q4 		$1.77K Buy
+21
New +$1.85K ﹤0.01% 747

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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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Truvestments Capital's WTFC Position: Q1 2023 in Review

Truvestments Capital sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 21 shares — an estimated $1.77K sold.

Truvestments Capital first reported a position in WTFC in Q4 2022 and held it in 1 quarter. The position peaked at $1.77K in Q4 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • Truvestments Capital reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • Truvestments Capital sold 21 Wintrust Financial shares in Q1 2023, an estimated $1.77K.
  • Truvestments Capital first reported a position in Wintrust Financial in Q4 2022 and held it in 1 quarter.
  • Truvestments Capital's Wintrust Financial position peaked at $1.77K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.