Cetera Advisor Networks’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $955K | Sell |
9,145
-278
| -3% | -$26.8K | ﹤0.01% | 1492 |
|
|
2023
Q4 | $874K | Sell |
9,423
-262
| -3% | -$21.7K | ﹤0.01% | 1459 |
|
|
2023
Q3 | $731K | Buy |
9,685
+4,492
| +87% | +$353K | ﹤0.01% | 1491 |
|
|
2023
Q2 | $377K | Buy |
5,193
+12
| +0.2% | +$818 | ﹤0.01% | 1925 |
|
|
2023
Q1 | $378K | Sell |
5,181
-568
| -10% | -$48.6K | ﹤0.01% | 1886 |
|
|
2022
Q4 | $486K | Buy |
5,749
+999
| +21% | +$88.2K | ﹤0.01% | 1666 |
|
|
2022
Q3 | $387K | Buy |
4,750
+17
| +0.4% | +$1.44K | ﹤0.01% | 1448 |
|
|
2022
Q2 | $380K | Hold |
4,733
| – | – | ﹤0.01% | 1467 |
|
|
2022
Q1 | $440K | Hold |
4,733
| – | – | 0.01% | 1371 |
|
|
2021
Q4 | $430K | Hold |
4,733
| – | – | 0.01% | 1365 |
|
|
2021
Q3 | $380K | Sell |
4,733
-77
| -2% | -$5.69K | 0.01% | 1381 |
|
|
2021
Q2 | $364K | Buy |
4,810
+110
| +2% | +$8.6K | 0.01% | 1370 |
|
|
2021
Q1 | $356K | Hold |
4,700
| – | – | 0.01% | 1046 |
|
|
2020
Q4 | $287K | Buy |
+4,700
| New | +$253K | 0.01% | 1070 |
|
|
2020
Q3 | – | Sell |
-4,700
| Closed | -$205K | – | 3038 |
|
|
2020
Q2 | $205K | Buy |
+4,700
| New | +$188K | 0.01% | 1112 |
|
|
2020
Q1 | – | Sell |
-4,615
| Closed | -$327K | – | 1287 |
|
|
2019
Q4 | $327K | Hold |
4,615
| – | – | 0.01% | 913 |
|
|
2019
Q3 | $298K | Buy |
4,615
+1
| +0% | +$66 | 0.01% | 921 |
|
|
2019
Q2 | $337K | Buy |
4,614
+200
| +5% | +$14.6K | 0.01% | 861 |
|
|
2019
Q1 | $298K | Hold |
4,414
| – | – | 0.01% | 880 |
|
|
2018
Q4 | $294K | Sell |
4,414
-79
| -2% | -$6K | 0.01% | 771 |
|
|
2018
Q3 | $381K | Buy |
+4,493
| New | +$400K | 0.01% | 738 |
|
|
2018
Q2 | – | Sell |
-4,293
| Closed | -$370K | – | 991 |
|
|
2018
Q1 | $370K | Hold |
4,293
| – | – | 0.02% | 594 |
|
|
2017
Q4 | $354K | Hold |
4,293
| – | – | 0.01% | 679 |
|
|
2017
Q3 | $336K | Buy |
4,293
+100
| +2% | +$7.43K | 0.02% | 654 |
|
|
2017
Q2 | $320K | Hold |
4,193
| – | – | 0.02% | 680 |
|
|
2017
Q1 | $289K | Hold |
4,193
| – | – | 0.01% | 713 |
|
|
2016
Q4 | $305K | Sell |
4,193
-44
| -1% | -$2.73K | 0.02% | 640 |
|
|
2016
Q3 | $235K | Buy |
4,237
+22
| +0.5% | +$1.18K | 0.01% | 871 |
|
|
2016
Q2 | $215K | Buy |
+4,215
| New | +$211K | 0.01% | 742 |
|
|
2016
Q1 | – | Sell |
-4,215
| Closed | -$205K | – | 860 |
|
|
2015
Q4 | $205K | Hold |
4,215
| – | – | 0.01% | 752 |
|
|
2015
Q3 | $224K | Buy |
+4,215
| New | +$223K | 0.02% | 684 |
|
Other funds holding WTFC
Cetera Advisor Networks's WTFC Position: Q1 2024 in Review
Cetera Advisor Networks reduced its Wintrust Financial (WTFC) stake by 3% in Q1 2024, selling an estimated $26.8K and leaving 9,145 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.
Cetera Advisor Networks first reported a position in WTFC in Q3 2015 and has held it in 31 quarters since. 389 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.
- Cetera Advisor Networks held 9,145 shares of Wintrust Financial worth $955K as of Q1 2024.
- Cetera Advisor Networks sold 278 Wintrust Financial shares in Q1 2024, an estimated $26.8K.
- Wintrust Financial made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1492 holding.
- Cetera Advisor Networks first reported a position in Wintrust Financial in Q3 2015 and has held it in 31 quarters since.
- 389 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.