Aviva’s Wintrust Financial WTFC Stock Holding History

Aviva’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
2022 Q3	–	Sell	-26,130	Closed	-$2.09M	–	1077
2022 Q2	$2.09M	Sell	26,130 -6,500	-20%	-$560K	0.01%	779
2022 Q1	$3.03M	Hold	32,630	–	–	0.02%	701
2021 Q4	$2.96M	Sell	32,630 -13,213	-29%	-$1.18M	0.01%	701
2021 Q3	$3.68M	Buy	45,843 +3,686	+9%	+$272K	0.02%	656
2021 Q2	$3.19M	Hold	42,157	–	–	0.01%	693
2021 Q1	$3.2M	Buy	42,157 +3,401	+9%	+$243K	0.02%	626
2020 Q4	$2.37M	Hold	38,756	–	–	0.01%	648
2020 Q3	$1.55M	Hold	38,756	–	–	0.01%	819
2020 Q2	$1.69M	Buy	38,756 +7,346	+23%	+$293K	0.01%	796
2020 Q1	$1.03M	Buy	31,410 +11,006	+54%	+$611K	0.01%	839
2019 Q4	$1.45M	Hold	20,404	–	–	0.01%	860
2019 Q3	$1.32M	Hold	20,404	–	–	0.01%	705
2019 Q2	$1.49M	Buy	+20,404	New	+$1.49M	0.01%	710

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aviva's WTFC Position: Q3 2022 in Review

Aviva sold out of Wintrust Financial (WTFC) in Q3 2022, closing a stake of 26,130 shares — an estimated $2.09M sold.

Aviva first reported a position in WTFC in Q2 2019 and held it in 13 quarters. The position peaked at $3.68M in Q3 2021. 354 funds tracked by Wall St. Rank hold WTFC as of Q3 2022.

Aviva reported no remaining Wintrust Financial position as of Q3 2022 after selling out during the quarter.
Aviva sold 26,130 Wintrust Financial shares in Q3 2022, an estimated $2.09M.
Aviva first reported a position in Wintrust Financial in Q2 2019 and held it in 13 quarters.
Aviva's Wintrust Financial position peaked at $3.68M in Q3 2021.
354 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2022.

Based on Aviva's 13F filing for Q3 2022, filed 14 Nov 2022.