SAM
Silvercrest Asset Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
111,639
+7,055
| +7% | +$875K | 0.09% | 262 |
|
|
2025
Q1 | $11.8M | Buy |
104,584
+2,640
| +3% | +$297K | 0.08% | 275 |
|
|
2024
Q4 | $12.7M | Buy |
101,944
+17,805
| +21% | +$2.22M | 0.08% | 248 |
|
|
2024
Q3 | $9.13M | Buy |
+84,139
| New | +$9.13M | 0.06% | 274 |
|
|
2023
Q1 | – | Sell |
-86,905
| Closed | -$7.35M | – | 820 |
|
|
2022
Q4 | $7.35M | Sell |
86,905
-106,727
| -55% | -$9.02M | 0.06% | 271 |
|
|
2022
Q3 | $15.8M | Sell |
193,632
-13,942
| -7% | -$1.14M | 0.13% | 179 |
|
|
2022
Q2 | $16.6M | Sell |
207,574
-3,056
| -1% | -$245K | 0.13% | 186 |
|
|
2022
Q1 | $19.6M | Sell |
210,630
-2,442
| -1% | -$227K | 0.13% | 184 |
|
|
2021
Q4 | $19.4M | Sell |
213,072
-1,328
| -0.6% | -$121K | 0.12% | 184 |
|
|
2021
Q3 | $17.2M | Sell |
214,400
-17,810
| -8% | -$1.43M | 0.12% | 194 |
|
|
2021
Q2 | $17.6M | Sell |
232,210
-27,446
| -11% | -$2.08M | 0.12% | 200 |
|
|
2021
Q1 | $19.7M | Sell |
259,656
-34,689
| -12% | -$2.63M | 0.13% | 184 |
|
|
2020
Q4 | $18M | Buy |
294,345
+35,241
| +14% | +$2.15M | 0.13% | 178 |
|
|
2020
Q3 | $10.4M | Sell |
259,104
-8,621
| -3% | -$345K | 0.09% | 226 |
|
|
2020
Q2 | $11.7M | Buy |
+267,725
| New | +$11.7M | 0.1% | 192 |
|