ALPS Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,587
| Closed | -$354K | – | 1148 |
|
|
2024
Q2 | $354K | Sell |
3,587
-18
| -0.5% | -$1.77K | ﹤0.01% | 723 |
|
|
2024
Q1 | $376K | Sell |
3,605
-574
| -14% | -$59.9K | ﹤0.01% | 681 |
|
|
2023
Q4 | $388K | Sell |
4,179
-281
| -6% | -$26.1K | ﹤0.01% | 692 |
|
|
2023
Q3 | $337K | Buy |
+4,460
| New | +$337K | ﹤0.01% | 707 |
|
|
2022
Q1 | – | Sell |
-5,030
| Closed | -$457K | – | 997 |
|
|
2021
Q4 | $457K | Buy |
5,030
+62
| +1% | +$5.63K | 0.01% | 542 |
|
|
2021
Q3 | $399K | Buy |
+4,968
| New | +$399K | ﹤0.01% | 556 |
|
|
2019
Q1 | – | Sell |
-5,274
| Closed | -$351K | – | 1022 |
|
|
2018
Q4 | $351K | Sell |
5,274
-220
| -4% | -$14.6K | ﹤0.01% | 710 |
|
|
2018
Q3 | $467K | Buy |
5,494
+412
| +8% | +$35K | ﹤0.01% | 797 |
|
|
2018
Q2 | $442K | Sell |
5,082
-240
| -5% | -$20.9K | ﹤0.01% | 700 |
|
|
2018
Q1 | $458K | Sell |
5,322
-1,216
| -19% | -$105K | ﹤0.01% | 672 |
|
|
2017
Q4 | $539K | Sell |
6,538
-586
| -8% | -$48.3K | ﹤0.01% | 481 |
|
|
2017
Q3 | $558K | Sell |
7,124
-101
| -1% | -$7.91K | ﹤0.01% | 365 |
|
|
2017
Q2 | $552K | Buy |
7,225
+102
| +1% | +$7.79K | ﹤0.01% | 412 |
|
|
2017
Q1 | $492K | Buy |
+7,123
| New | +$492K | ﹤0.01% | 462 |
|
|
2015
Q3 | – | Sell |
-11,022
| Closed | -$588K | – | 780 |
|
|
2015
Q2 | $588K | Buy |
11,022
+172
| +2% | +$9.18K | 0.01% | 317 |
|
|
2015
Q1 | $517K | Sell |
10,850
-174
| -2% | -$8.29K | ﹤0.01% | 497 |
|
|
2014
Q4 | $515K | Sell |
11,024
-1,576
| -13% | -$73.6K | ﹤0.01% | 447 |
|
|
2014
Q3 | $563K | Buy |
+12,600
| New | +$563K | ﹤0.01% | 476 |
|