Connectus Wealth’s Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D WTFCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-276,391
Closed -$6.75M 523
2022
Q3
$6.75M Buy
+276,391
New +$7.05M 0.14% 152

Other funds holding WTFCM

Connectus Wealth's WTFCM Position: Q4 2022 in Review

Connectus Wealth sold out of Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D (WTFCM) in Q4 2022, closing a stake of 276,391 shares — an estimated $6.75M sold.

Connectus Wealth first reported a position in WTFCM in Q3 2022 and held it in 1 quarter. The position peaked at $6.75M in Q3 2022. 1 fund tracked by Wall St. Rank holds WTFCM as of Q4 2022.

  • Connectus Wealth reported no remaining Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 276,391 Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D shares in Q4 2022, an estimated $6.75M.
  • Connectus Wealth first reported a position in Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D in Q3 2022 and held it in 1 quarter.
  • Connectus Wealth's Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position peaked at $6.75M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.