CIBC Asset Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
1,920
| – | – | ﹤0.01% | 1006 |
|
|
2025
Q1 | $216K | Buy |
1,920
+38
| +2% | +$4.27K | ﹤0.01% | 1033 |
|
|
2024
Q4 | $235K | Buy |
+1,882
| New | +$235K | ﹤0.01% | 1018 |
|
|
2017
Q1 | – | Sell |
-6,435
| Closed | -$467K | – | 986 |
|
|
2016
Q4 | $467K | Buy |
6,435
+122
| +2% | +$8.85K | ﹤0.01% | 702 |
|
|
2016
Q3 | $351K | Hold |
6,313
| – | – | ﹤0.01% | 747 |
|
|
2016
Q2 | $322K | Buy |
6,313
+369
| +6% | +$18.8K | ﹤0.01% | 751 |
|
|
2016
Q1 | $264K | Buy |
5,944
+27
| +0.5% | +$1.2K | ﹤0.01% | 787 |
|
|
2015
Q4 | $287K | Buy |
5,917
+323
| +6% | +$15.7K | ﹤0.01% | 769 |
|
|
2015
Q3 | $299K | Hold |
5,594
| – | – | ﹤0.01% | 763 |
|
|
2015
Q2 | $299K | Buy |
5,594
+196
| +4% | +$10.5K | ﹤0.01% | 786 |
|
|
2015
Q1 | $257K | Buy |
5,398
+48
| +0.9% | +$2.29K | ﹤0.01% | 825 |
|
|
2014
Q4 | $250K | Sell |
5,350
-197
| -4% | -$9.21K | ﹤0.01% | 817 |
|
|
2014
Q3 | $248K | Buy |
+5,547
| New | +$248K | ﹤0.01% | 837 |
|
|
2014
Q2 | – | Sell |
-5,547
| Closed | -$270K | – | 942 |
|
|
2014
Q1 | $270K | Buy |
+5,547
| New | +$270K | ﹤0.01% | 843 |
|