Wintrust Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $25K | Sell |
358
-449
| -56% | -$30.7K | 0.02% | 358 |
|
|
2024
Q3 | $45K | Sell |
807
-11,408
| -93% | -$645K | 0.03% | 336 |
|
|
2024
Q2 | $725K | Sell |
12,215
-65
| -0.5% | -$3.84K | 0.06% | 239 |
|
|
2024
Q1 | $712K | Sell |
12,280
-151
| -1% | -$7.9K | 0.06% | 236 |
|
|
2023
Q4 | $612K | Sell |
12,431
-379
| -3% | -$16.4K | 0.06% | 242 |
|
|
2023
Q3 | $523K | Buy |
12,810
+68
| +0.5% | +$2.94K | 0.05% | 253 |
|
|
2023
Q2 | $544K | Buy |
12,742
+166
| +1% | +$6.68K | 0.05% | 260 |
|
|
2023
Q1 | $470K | Buy |
+12,576
| New | +$548K | 0.06% | 215 |
|
|
2022
Q4 | – | Sell |
-12,908
| Closed | -$519K | – | 416 |
|
|
2022
Q3 | $519K | Sell |
12,908
-529
| -4% | -$22.7K | 0.07% | 222 |
|
|
2022
Q2 | $526K | Sell |
13,437
-7,452
| -36% | -$327K | 0.06% | 222 |
|
|
2022
Q1 | $1.01M | Buy |
20,889
+790
| +4% | +$42.3K | 0.1% | 163 |
|
|
2021
Q4 | $961K | Buy |
20,099
+6,672
| +50% | +$328K | 0.09% | 174 |
|
|
2021
Q3 | $623K | Buy |
13,427
+7,882
| +142% | +$365K | 0.08% | 160 |
|
|
2021
Q2 | $251K | Buy |
+5,545
| New | +$248K | 0.03% | 374 |
|
|
2020
Q1 | – | Sell |
-6,765
| Closed | -$364K | – | 370 |
|
|
2019
Q4 | $364K | Buy |
6,765
+1,383
| +26% | +$72.4K | 0.05% | 260 |
|
|
2019
Q3 | $271K | Buy |
5,382
+1,068
| +25% | +$50.3K | 0.04% | 304 |
|
|
2019
Q2 | $204K | Hold |
4,314
| – | – | 0.03% | 351 |
|
|
2019
Q1 | $208K | Sell |
4,314
-300
| -7% | -$14.8K | 0.03% | 328 |
|
|
2018
Q4 | $213K | Sell |
4,614
-781
| -14% | -$40K | 0.04% | 305 |
|
|
2018
Q3 | $284K | Sell |
5,395
-3,674
| -41% | -$210K | 0.05% | 292 |
|
|
2018
Q2 | $503K | Sell |
9,069
-770
| -8% | -$41.3K | 0.09% | 208 |
|
|
2018
Q1 | $516K | Sell |
9,839
-14,138
| -59% | -$840K | 0.13% | 141 |
|
|
2017
Q4 | $1.46M | Sell |
23,977
-863
| -3% | -$48.7K | 0.34% | 56 |
|
|
2017
Q3 | $1.37M | Sell |
24,840
-3,676
| -13% | -$195K | 0.35% | 60 |
|
|
2017
Q2 | $1.58M | Buy |
28,516
+1,316
| +5% | +$70.5K | 0.42% | 45 |
|
|
2017
Q1 | $1.51M | Buy |
27,200
+17,246
| +173% | +$979K | 0.43% | 47 |
|
|
2016
Q4 | $549K | Sell |
9,954
-245
| -2% | -$12.3K | 0.23% | 89 |
|
|
2016
Q3 | $452K | Sell |
10,199
-2,940
| -22% | -$141K | 0.21% | 97 |
|
|
2016
Q2 | $22K | Buy |
+13,139
| New | +$641K | 0.04% | 141 |
|
Other funds holding WFC
Wintrust Investments's WFC Position: Q4 2024 in Review
Wintrust Investments reduced its Wells Fargo (WFC) stake by 56% in Q4 2024, selling an estimated $30.7K and leaving 358 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #358.
Wintrust Investments first reported a position in WFC in Q2 2016 and has held it in 29 quarters since. The position peaked at $1.58M in Q2 2017. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.
- Wintrust Investments held 358 shares of Wells Fargo worth $25K as of Q4 2024.
- Wintrust Investments sold 449 Wells Fargo shares in Q4 2024, an estimated $30.7K.
- Wells Fargo made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #358 holding.
- Wintrust Investments first reported a position in Wells Fargo in Q2 2016 and has held it in 29 quarters since.
- Wintrust Investments's Wells Fargo position peaked at $1.58M in Q2 2017.
- 2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.