ClariVest Asset Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$2K | ﹤0.01% | 572 |
|
|
2019
Q1 | – | Sell |
-48,004
| Closed | -$3.19M | – | 782 |
|
|
2018
Q4 | $3.19M | Buy |
48,004
+400
| +0.8% | +$26.6K | 0.07% | 231 |
|
|
2018
Q3 | $4.04M | Sell |
47,604
-8,200
| -15% | -$696K | 0.07% | 209 |
|
|
2018
Q2 | $4.86M | Sell |
55,804
-700
| -1% | -$60.9K | 0.08% | 196 |
|
|
2018
Q1 | $4.86M | Sell |
56,504
-800
| -1% | -$68.8K | 0.08% | 194 |
|
|
2017
Q4 | $4.72M | Sell |
57,304
-801
| -1% | -$66K | 0.08% | 193 |
|
|
2017
Q3 | $4.55M | Buy |
58,105
+1,700
| +3% | +$133K | 0.11% | 178 |
|
|
2017
Q2 | $4.31M | Buy |
56,405
+500
| +0.9% | +$38.2K | 0.1% | 176 |
|
|
2017
Q1 | $3.86M | Buy |
55,905
+19,100
| +52% | +$1.32M | 0.1% | 196 |
|
|
2016
Q4 | $2.67M | Buy |
+36,805
| New | +$2.67M | 0.07% | 220 |
|