Steward Partners Investment Advisory’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
2021
Q3
Sell
-579
Closed -$16K 3358
2021
Q2
$16K Buy
+579
New +$16.3K ﹤0.01% 5402

Steward Partners Investment Advisory's WTFCM Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D (WTFCM) in Q3 2021, closing a stake of 579 shares — an estimated $16K sold.

Steward Partners Investment Advisory first reported a position in WTFCM in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 0 funds tracked by Wall St. Rank hold WTFCM as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 579 Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D shares in Q3 2021, an estimated $16K.
  • Steward Partners Investment Advisory first reported a position in Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position peaked at $16K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.