Convergence Investment Partners’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,560
| Closed | -$125K | – | 256 |
|
|
2022
Q2 | $125K | Buy |
+1,560
| New | +$125K | 0.08% | 192 |
|
|
2018
Q4 | – | Sell |
-5,050
| Closed | -$429K | – | 379 |
|
|
2018
Q3 | $429K | Buy |
+5,050
| New | +$429K | 0.09% | 235 |
|
|
2015
Q4 | – | Sell |
-70,912
| Closed | -$3.79M | – | 396 |
|
|
2015
Q3 | $3.79M | Buy |
+70,912
| New | +$3.79M | 0.43% | 78 |
|
|
2015
Q1 | – | Sell |
-19,204
| Closed | -$898K | – | 425 |
|
|
2014
Q4 | $898K | Sell |
19,204
-37,541
| -66% | -$1.76M | 0.12% | 262 |
|
|
2014
Q3 | $2.54M | Buy |
+56,745
| New | +$2.54M | 0.35% | 101 |
|