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WealthShield Partners’s Wintrust Financial WTFC Stock Holding History

WealthShield Partners’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
2021
Q1 		– Sell
-4,031
Closed -$246K – 1192
2020
Q4 		$246K Buy
+4,031
New +$217K 0.05% 257

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WealthShield Partners's WTFC Position: Q1 2021 in Review

WealthShield Partners sold out of Wintrust Financial (WTFC) in Q1 2021, closing a stake of 4,031 shares — an estimated $246K sold.

WealthShield Partners first reported a position in WTFC in Q4 2020 and held it in 1 quarter. The position peaked at $246K in Q4 2020. 298 funds tracked by Wall St. Rank hold WTFC as of Q1 2021.

  • WealthShield Partners reported no remaining Wintrust Financial position as of Q1 2021 after selling out during the quarter.
  • WealthShield Partners sold 4,031 Wintrust Financial shares in Q1 2021, an estimated $246K.
  • WealthShield Partners first reported a position in Wintrust Financial in Q4 2020 and held it in 1 quarter.
  • WealthShield Partners's Wintrust Financial position peaked at $246K in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2021.

Based on WealthShield Partners's 13F filing for Q1 2021, filed 17 May 2021.