Fairhaven Wealth Management »

Wintrust Financial Corporation shares owned by Fairhaven Wealth Management

Quarter-by-quarter ownership of Wintrust Financial Corporation (WTFC) shares owned by Fairhaven Wealth Management from 13F filings

Historical chart of Fairhaven Wealth Management investment in Wintrust Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Wintrust Financial Corporation held by Fairhaven Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wintrust Financial Corporation by Fairhaven Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $248k 2.4k 104.39
2023-12-31 $221k 2.4k 92.75
2022-03-31 $214k 2.3k 93.04
2021-12-31 $209k 2.3k 90.87

More positions owned by Fairhaven Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Oracle Corporation (ORCL)
Amazon (AMZN)
Lowe's Companies (LOW)
UnitedHealth (UNH)

View all positions for Fairhaven Wealth Management

Top funds holding Wintrust Financial Corporation

Vanguard Group
Dimensional Fund Advisors
Victory Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Alliancebernstein
Henderson Group
Federated Investors
Channing Capital Management
Reinhart Mahoney Capital Management
Bank of New York Mellon
Norges Bank Investment Management
Robeco Investment Management
Charles Schwab Investment Management
Wellington Management Company

View all funds holding Wintrust Financial Corporation