Number of Shares
36,223.00
Current Holdings Value*
$4.07 Mil
% of Portfolio
4.21%
Total Estimate Gain
$5.10 Mil
% of Total Estimate Gain
138.92%

Rosenthal | Henry Capital Advisors, Inc.'s Wintrust Financial Corp Holding Summary

As of 2025-03-31, Rosenthal | Henry Capital Advisors, Inc. held 36,223.00 shares of Wintrust Financial Corp(WTFC), totaling $4.07 Mil. This investment constitutes 4.21% of their stock portfolio, and Rosenthal | Henry Capital Advisors, Inc. now holds 0.05% of the outstanding Wintrust Financial Corp(WTFC) stock.

The initial trade took place in 2020Q2. And since then Rosenthal | Henry Capital Advisors, Inc. has made 4 purchases of WTFC, at an average price of $43.76, for a total of 83,888.00 shares. In addition, there have been 6 sales at an average price of $81.05 for 47,665.00 shares. Based on historical transaction data and WTFC's current price of $135.47, Rosenthal | Henry Capital Advisors, Inc.'s estimated gain on his WTFC holdings is $5.10 Mil, reflecting a 138.92% gain to date.

Rosenthal | Henry Capital Advisors, Inc. WTFC ($135.47) Holding Chart

Rosenthal | Henry Capital Advisors, Inc. WTFC ($135.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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