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WINTRUST INVESTMENTS LLC Last Quarter Change: USA Stocks, New

WINTRUST INVESTMENTS LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, WINTRUST INVESTMENTS LLC opened 10 positions, added to 57, reduced 169, sold out of 65 and left 11 unchanged. The largest increase in value was APO (+$1,329); the largest decrease was CLB (-$541).

  • BLK: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 261.
  • CL: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 362.
  • IAU: Country of operation United States; Class ETF; Shares 2024-09-30 0; Shares 2024-12-31 599.
  • FANG: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 172.

Two Form 13F-HR filings compared (SEC CIK 49096): 2024-09-30 (filed 2024-11-12) and 2024-12-31 (filed 2025-02-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2024-09-30Shares 2024-12-31Share changeValue 2024-09-30Value 2024-12-31Value change
BLK
BLACKROCK INC COM NEW
United StatesCOM0261+261$0$268+$268
CL
COLGATE PALMOLIVE CO
United StatesCOM0362+362$0$33+$33
IAU
ISHARES GOLD TR ETF ISHARES NEW
United StatesETF0599+599$0$29+$29
FANG
DIAMONDBACK ENERGY INC
United StatesCOM0172+172$0$28+$28
SNREY
SUNRISE ADR COMMUNICATIONS AG SER A
COM0628+628$0$27+$27
GPC
GENUINE PARTS CO COM
United StatesCOM0198+198$0$23+$23
CE
CELANESE CORPORATION SERIES A
United StatesCOM0307+307$0$21+$21
VNO
VORNADO REALTY TR REIT
United StatesCOM0515+515$0$21+$21
TNET
TRINET GROUP INC
United StatesCOM0230+230$0$20+$20
PTON
PELOTON INTERACTIVE INC CL A
United StatesCOM01,725+1,725$0$15+$15

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