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CAM
ClariVest Asset Management’s
Wintrust Financial
WTFC
Stock Holding History
ClariVest Asset Management’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
-19
Closed
-$2K
–
778
2022
Q4
$2K
Hold
19
–
–
﹤0.01%
575
2022
Q3
$2K
Hold
19
–
–
﹤0.01%
560
2022
Q2
$2K
Buy
+19
New
+$1.64K
﹤0.01%
572
2019
Q1
–
Sell
-48,004
Closed
-$3.19M
–
783
2018
Q4
$3.19M
Buy
48,004
+400
+0.8%
+$30.4K
0.07%
231
2018
Q3
$4.04M
Sell
47,604
-8,200
-15%
-$730K
0.07%
209
2018
Q2
$4.86M
Sell
55,804
-700
-1%
-$64.3K
0.08%
196
2018
Q1
$4.86M
Sell
56,504
-800
-1%
-$68.9K
0.08%
194
2017
Q4
$4.72M
Sell
57,304
-801
-1%
-$64.5K
0.08%
193
2017
Q3
$4.55M
Buy
58,105
+1,700
+3%
+$126K
0.11%
178
2017
Q2
$4.31M
Buy
56,405
+500
+0.9%
+$35.8K
0.1%
176
2017
Q1
$3.86M
Buy
55,905
+19,100
+52%
+$1.37M
0.1%
196
2016
Q4
$2.67M
Buy
+36,805
New
+$2.29M
0.07%
220
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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29.55%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
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$156B AUM
27.51%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Millennium Management
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$134B AUM
35.51%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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