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Wealthspire Advisors (Maryland)’s Wintrust Financial WTFC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-39
Closed -$3K – 2108
2019
Q1 		$3K Buy
39
+36
+1,200% +$2.57K ﹤0.01% 2071
2018
Q4 		$0 Sell
3
-22
-88% -$1.67K ﹤0.01% 2587
2018
Q3 		$2K Sell
25
-4
-14% -$356 ﹤0.01% 2209
2018
Q2 		$3K Sell
29
-3
-9% -$275 ﹤0.01% 2068
2018
Q1 		$3K Sell
32
-7
-18% -$603 ﹤0.01% 2077
2017
Q4 		$3K Buy
+39
New +$3.14K ﹤0.01% 2035
2016
Q2 		– Sell
-450
Closed -$20K – 1825
2016
Q1 		$20K Sell
450
-846
-65% -$36.2K ﹤0.01% 977
2015
Q4 		$63K Buy
+1,296
New +$66.1K 0.01% 653

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JP Morgan Chase
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Citadel Advisors
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