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USA Financial Formulas’s Wintrust Financial WTFC Stock Holding History

USA Financial Formulas’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
-447
Closed -$46.7K – 388
2024
Q1 		$46.7K Buy
+447
New +$43.1K 0.01% 242
2022
Q2 		– Sell
-2,993
Closed -$278K – 456
2022
Q1 		$278K Buy
+2,993
New +$292K 0.3% 64
2018
Q3 		– Sell
-1,067
Closed -$92K – 414
2018
Q2 		$92K Hold
1,067
– – 0.02% 295
2018
Q1 		$92K Buy
+1,067
New +$91.9K 0.02% 295

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

USA Financial Formulas's WTFC Position: Q2 2024 in Review

USA Financial Formulas sold out of Wintrust Financial (WTFC) in Q2 2024, closing a stake of 447 shares — an estimated $46.7K sold.

USA Financial Formulas first reported a position in WTFC in Q1 2018 and held it in 4 quarters. The position peaked at $278K in Q1 2022. 396 funds tracked by Wall St. Rank hold WTFC as of Q2 2024.

  • USA Financial Formulas reported no remaining Wintrust Financial position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 447 Wintrust Financial shares in Q2 2024, an estimated $46.7K.
  • USA Financial Formulas first reported a position in Wintrust Financial in Q1 2018 and held it in 4 quarters.
  • USA Financial Formulas's Wintrust Financial position peaked at $278K in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.