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VisionPoint Advisory Group’s Wintrust Financial WTFC Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-50
Closed -$4.93K – 790
2024
Q2 		$4.93K Hold
50
– – ﹤0.01% 558
2024
Q1 		$5.22K Hold
50
– – ﹤0.01% 532
2023
Q4 		$4.64K Buy
+50
New +$4.13K ﹤0.01% 503

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VisionPoint Advisory Group's WTFC Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 50 shares — an estimated $4.93K sold.

VisionPoint Advisory Group first reported a position in WTFC in Q4 2023 and held it in 3 quarters. The position peaked at $5.22K in Q1 2024. 417 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 50 Wintrust Financial shares in Q3 2024, an estimated $4.93K.
  • VisionPoint Advisory Group first reported a position in Wintrust Financial in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Wintrust Financial position peaked at $5.22K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.