CIBC World Market
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CIBC World Market’s Wintrust Financial WTFC Stock Holding History

CIBC World Market’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
2023
Q1 		– Sell
-27,783
Closed -$2.35M – 1356
2022
Q4 		$2.35M Hold
27,783
– – 0.01% 535
2022
Q3 		$2.27M Sell
27,783
-731
-3% -$62.1K 0.01% 511
2022
Q2 		$2.29M Buy
28,514
+2,231
+8% +$192K 0.01% 512
2022
Q1 		$2.44M Buy
+26,283
New +$2.56M 0.01% 539
2020
Q1 		– Sell
-2,902
Closed -$206K – 1193
2019
Q4 		$206K Sell
2,902
-1,330
-31% -$88.6K ﹤0.01% 1063
2019
Q3 		$274K Sell
4,232
-1,774
-30% -$118K ﹤0.01% 936
2019
Q2 		$439K Sell
6,006
-132
-2% -$9.64K ﹤0.01% 842
2019
Q1 		$413K Sell
6,138
-453
-7% -$32.4K ﹤0.01% 899
2018
Q4 		$438K Sell
6,591
-111
-2% -$8.43K ﹤0.01% 816
2018
Q3 		$569K Buy
6,702
+3,028
+82% +$270K ﹤0.01% 829
2018
Q2 		$320K Buy
3,674
+237
+7% +$21.8K ﹤0.01% 951
2018
Q1 		$296K Buy
+3,437
New +$296K ﹤0.01% 996

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CIBC World Market's WTFC Position: Q1 2023 in Review

CIBC World Market sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 27,783 shares — an estimated $2.35M sold.

CIBC World Market first reported a position in WTFC in Q1 2018 and held it in 12 quarters. The position peaked at $2.44M in Q1 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • CIBC World Market reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • CIBC World Market sold 27,783 Wintrust Financial shares in Q1 2023, an estimated $2.35M.
  • CIBC World Market first reported a position in Wintrust Financial in Q1 2018 and held it in 12 quarters.
  • CIBC World Market's Wintrust Financial position peaked at $2.44M in Q1 2022.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on CIBC World Market's 13F filing for Q1 2023, filed 12 May 2023.