Vontobel Holding
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Vontobel Holding’s Wintrust Financial WTFC Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-2,996
Closed -$278K – 1168
2023
Q4 		$278K Buy
+2,996
New +$248K ﹤0.01% 950

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Fidelity Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vontobel Holding's WTFC Position: Q1 2024 in Review

Vontobel Holding sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 2,996 shares — an estimated $278K sold.

Vontobel Holding first reported a position in WTFC in Q4 2023 and held it in 1 quarter. The position peaked at $278K in Q4 2023. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

  • Vontobel Holding reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
  • Vontobel Holding sold 2,996 Wintrust Financial shares in Q1 2024, an estimated $278K.
  • Vontobel Holding first reported a position in Wintrust Financial in Q4 2023 and held it in 1 quarter.
  • Vontobel Holding's Wintrust Financial position peaked at $278K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Vontobel Holding's 13F filing for Q1 2024, filed 10 May 2024.