A detailed history of Western Pacific Wealth Management, LP transactions in Wintrust Financial Corp stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 4,221 shares of WTFC stock, worth $407,031. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,221
Previous 4,215 0.14%
Holding current value
$407,031
Previous $390,000 12.82%
% of portfolio
0.32%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$90.57 - $104.67 $543 - $628
6 Added 0.14%
4,221 $440,000
Q4 2023

Feb 09, 2024

BUY
$72.57 - $96.95 $217 - $290
3 Added 0.07%
4,215 $390,000
Q2 2023

Aug 08, 2023

BUY
$60.72 - $73.74 $30,360 - $36,870
500 Added 13.47%
4,212 $305,000
Q2 2022

Aug 01, 2022

SELL
$76.44 - $96.01 $286,650 - $360,037
-3,750 Reduced 50.25%
3,712 $297,000
Q4 2021

Feb 14, 2022

BUY
$81.84 - $96.94 $610,690 - $723,366
7,462 New
7,462 $677,000

Others Institutions Holding WTFC

About WINTRUST FINANCIAL CORP


  • Ticker WTFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,743,300
  • Market Cap $5.86B
  • Description
  • Wintrust Financial Corporation operates as a financial holding company. It operates in three segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers non-interest bearing deposits, non-brokered interest-bearing transaction accounts, and savings and domestic time deposits; home equity, consumer, ...
More about WTFC
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