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YorkBridge Wealth Partners’s Wintrust Financial WTFC Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-140
Closed -$10K – 653
2019
Q2 		$10K Sell
140
-42
-23% -$3.07K ﹤0.01% 564
2019
Q1 		$12K Sell
182
-165
-48% -$11.8K 0.01% 562
2018
Q4 		$23K Buy
+347
New +$26.4K 0.01% 433
2018
Q3 		– Sell
-44
Closed -$4K – 851
2018
Q2 		$4K Hold
44
– – ﹤0.01% 713
2018
Q1 		$4K Hold
44
– – ﹤0.01% 706
2017
Q4 		$4K Buy
44
+4
+10% +$322 ﹤0.01% 738
2017
Q3 		$3K Hold
40
– – ﹤0.01% 757
2017
Q2 		$3K Hold
40
– – ﹤0.01% 753
2017
Q1 		$3K Hold
40
– – ﹤0.01% 740
2016
Q4 		$3K Buy
+40
New +$2.48K ﹤0.01% 731

Other funds holding WTFC

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return