Advisors Asset Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
2,846
+2,610
| +1,106% | +$324K | 0.01% | 1018 |
|
|
2025
Q1 | $26.5K | Buy |
+236
| New | +$26.5K | ﹤0.01% | 1340 |
|
|
2021
Q1 | – | Sell |
-1,485
| Closed | -$91K | – | 1537 |
|
|
2020
Q4 | $91K | Sell |
1,485
-2,174
| -59% | -$133K | ﹤0.01% | 1370 |
|
|
2020
Q3 | $147K | Sell |
3,659
-1,336
| -27% | -$53.7K | ﹤0.01% | 1245 |
|
|
2020
Q2 | $218K | Sell |
4,995
-4,246
| -46% | -$185K | ﹤0.01% | 1149 |
|
|
2020
Q1 | $304K | Sell |
9,241
-3,908
| -30% | -$129K | 0.01% | 993 |
|
|
2019
Q4 | $932K | Sell |
13,149
-3,199
| -20% | -$227K | 0.02% | 783 |
|
|
2019
Q3 | $1.06M | Sell |
16,348
-3,774
| -19% | -$244K | 0.02% | 738 |
|
|
2019
Q2 | $1.47M | Sell |
20,122
-2,913
| -13% | -$213K | 0.03% | 663 |
|
|
2019
Q1 | $1.55M | Buy |
23,035
+2,046
| +10% | +$138K | 0.03% | 662 |
|
|
2018
Q4 | $1.4M | Buy |
20,989
+2,218
| +12% | +$148K | 0.03% | 649 |
|
|
2018
Q3 | $1.59M | Buy |
18,771
+1,431
| +8% | +$122K | 0.03% | 681 |
|
|
2018
Q2 | $1.51M | Buy |
17,340
+4,384
| +34% | +$382K | 0.03% | 692 |
|
|
2018
Q1 | $1.1M | Buy |
12,956
+4,385
| +51% | +$371K | 0.02% | 812 |
|
|
2017
Q4 | $706K | Buy |
8,571
+4,007
| +88% | +$330K | 0.01% | 979 |
|
|
2017
Q3 | $357K | Buy |
4,564
+2,985
| +189% | +$233K | 0.01% | 1145 |
|
|
2017
Q2 | $121K | Buy |
+1,579
| New | +$121K | ﹤0.01% | 1351 |
|
|
2016
Q4 | – | Sell |
-1,244
| Closed | -$69K | – | 1863 |
|
|
2016
Q3 | $69K | Sell |
1,244
-2,228
| -64% | -$124K | ﹤0.01% | 1589 |
|
|
2016
Q2 | $177K | Sell |
3,472
-218
| -6% | -$11.1K | ﹤0.01% | 1373 |
|
|
2016
Q1 | $164K | Sell |
3,690
-211
| -5% | -$9.38K | ﹤0.01% | 1346 |
|
|
2015
Q4 | $189K | Buy |
3,901
+364
| +10% | +$17.6K | ﹤0.01% | 1405 |
|
|
2015
Q3 | $189K | Buy |
3,537
+1,521
| +75% | +$81.3K | ﹤0.01% | 1391 |
|
|
2015
Q2 | $108K | Buy |
+2,016
| New | +$108K | ﹤0.01% | 1528 |
|
|
2014
Q2 | – | Sell |
-699
| Closed | -$34K | – | 1802 |
|
|
2014
Q1 | $34K | Sell |
699
-754
| -52% | -$36.7K | ﹤0.01% | 1695 |
|
|
2013
Q4 | $67K | Sell |
1,453
-98
| -6% | -$4.52K | ﹤0.01% | 1537 |
|
|
2013
Q3 | $64K | Sell |
1,551
-131
| -8% | -$5.41K | ﹤0.01% | 1523 |
|
|
2013
Q2 | $64K | Buy |
+1,682
| New | +$64K | ﹤0.01% | 1452 |
|