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

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

ClariVest Asset Management's WTFC Position: Q1 2023 in Review

ClariVest Asset Management sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 19 shares — an estimated $2K sold.

ClariVest Asset Management first reported a position in WTFC in Q4 2016 and held it in 12 quarters. The position peaked at $4.86M in Q1 2018. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

ClariVest Asset Management reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
ClariVest Asset Management sold 19 Wintrust Financial shares in Q1 2023, an estimated $2K.
ClariVest Asset Management first reported a position in Wintrust Financial in Q4 2016 and held it in 12 quarters.
ClariVest Asset Management's Wintrust Financial position peaked at $4.86M in Q1 2018.
384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on ClariVest Asset Management's 13F filing for Q1 2023, filed 8 May 2023.