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Valeo Financial Advisors’s Wintrust Financial WTFC Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-26
Closed -$1K – 2175
2020
Q2 		$1K Buy
+26
New +$1.04K ﹤0.01% 1985
2018
Q4 		– Sell
-40
Closed -$3K – 1747
2018
Q3 		$3K Buy
+40
New +$3.56K ﹤0.01% 1387

Other funds holding WTFC

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Valeo Financial Advisors's WTFC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Wintrust Financial (WTFC) in Q3 2020, closing a stake of 26 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WTFC in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 259 funds tracked by Wall St. Rank hold WTFC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Wintrust Financial position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 26 Wintrust Financial shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Wintrust Financial in Q3 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Wintrust Financial position peaked at $3K in Q3 2018.
  • 259 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.