Avior Wealth Management’s Wintrust Financial WTFC Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-509	Closed	-$63.5K	–	2353
2024 Q4	$63.5K	Sell	509 -1	-0.2%	-$124	﹤0.01%	1072
2024 Q3	$55.4K	Buy	510 +1	+0.2%	+$104	﹤0.01%	1080
2024 Q2	$50.2K	Sell	509 -473	-48%	-$46.3K	﹤0.01%	1086
2024 Q1	$103K	Buy	982 +972	+9,720%	+$93.8K	﹤0.01%	948
2023 Q4	$927	Hold	10	–	–	﹤0.01%	1382
2023 Q3	$755	Hold	10	–	–	﹤0.01%	1461
2023 Q2	$726	Hold	10	–	–	﹤0.01%	1432
2023 Q1	$729	Buy	+10	New	+$855	﹤0.01%	1485
2019 Q1	–	Sell	-1,929	Closed	-$128K	–	727
2018 Q4	$128K	Buy	+1,929	New	+$147K	0.03%	398

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Avior Wealth Management's WTFC Position: Q1 2025 in Review

Avior Wealth Management sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 509 shares — an estimated $63.5K sold.

Avior Wealth Management first reported a position in WTFC in Q4 2018 and held it in 9 quarters. The position peaked at $128K in Q4 2018. 453 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

Avior Wealth Management reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 509 Wintrust Financial shares in Q1 2025, an estimated $63.5K.
Avior Wealth Management first reported a position in Wintrust Financial in Q4 2018 and held it in 9 quarters.
Avior Wealth Management's Wintrust Financial position peaked at $128K in Q4 2018.
453 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.