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CIBC World Markets’s Wintrust Financial WTFC Stock Holding History

CIBC World Markets’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
2021
Q2 		– Sell
-6,109
Closed -$463K – 971
2021
Q1 		$463K Buy
+6,109
New +$437K ﹤0.01% 848
2020
Q2 		– Sell
-43,700
Closed -$1.44M – 607
2020
Q1 		$1.44M Sell
43,700
-69,400
-61% -$3.85M 0.02% 394
2019
Q4 		$8.02M Buy
+113,100
New +$7.54M 0.05% 300

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CIBC World Markets's WTFC Position: Q2 2021 in Review

CIBC World Markets sold out of Wintrust Financial (WTFC) in Q2 2021, closing a stake of 6,109 shares — an estimated $463K sold.

CIBC World Markets first reported a position in WTFC in Q4 2019 and held it in 3 quarters. The position peaked at $8.02M in Q4 2019. 297 funds tracked by Wall St. Rank hold WTFC as of Q2 2021.

  • CIBC World Markets reported no remaining Wintrust Financial position as of Q2 2021 after selling out during the quarter.
  • CIBC World Markets sold 6,109 Wintrust Financial shares in Q2 2021, an estimated $463K.
  • CIBC World Markets first reported a position in Wintrust Financial in Q4 2019 and held it in 3 quarters.
  • CIBC World Markets's Wintrust Financial position peaked at $8.02M in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2021.

Based on CIBC World Markets's 13F filing for Q2 2021, filed 10 Aug 2021.