New York Life Investment Management’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,105
Closed -$516K 1410
2022
Q4
$516K Buy
6,105
+689
+13% +$58.2K 0.01% 905
2022
Q3
$442K Buy
5,416
+398
+8% +$32.5K 0.01% 848
2022
Q2
$402K Buy
+5,018
New +$402K ﹤0.01% 957