Chartwell Investment Partners’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 | $1.2M | Buy |
11,049
+89
| +0.8% | +$9.67K | 0.04% | 346 |
|
|
2024
Q2 | $1.08M | Sell |
10,960
-1,784
| -14% | -$176K | 0.04% | 342 |
|
|
2024
Q1 | $1.33M | Buy |
12,744
+310
| +2% | +$32.4K | 0.05% | 335 |
|
|
2023
Q4 | $1.15M | Sell |
12,434
-1,681
| -12% | -$156K | 0.04% | 344 |
|
|
2023
Q3 | $1.07M | Hold |
14,115
| – | – | 0.04% | 349 |
|
|
2023
Q2 | $1.03M | Buy |
14,115
+6,481
| +85% | +$471K | 0.04% | 352 |
|
|
2023
Q1 | $557K | Buy |
7,634
+255
| +3% | +$18.6K | 0.02% | 377 |
|
|
2022
Q4 | $624K | Buy |
+7,379
| New | +$624K | 0.02% | 377 |
|