Advisornet Financial’s Broadwind BWEN Stock Holding History

Advisornet Financial’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-16	Closed	-$61	–	2302
2023 Q2	$61	Buy	+16	New	+$67	﹤0.01%	2300

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WVP

Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisornet Financial's BWEN Position: Q3 2023 in Review

Advisornet Financial sold out of Broadwind (BWEN) in Q3 2023, closing a stake of 16 shares — an estimated $61 sold.

Advisornet Financial first reported a position in BWEN in Q2 2023 and held it in 1 quarter. The position peaked at $61 in Q2 2023. 51 funds tracked by Wall St. Rank hold BWEN as of Q3 2023.

Advisornet Financial reported no remaining Broadwind position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 16 Broadwind shares in Q3 2023, an estimated $61.
Advisornet Financial first reported a position in Broadwind in Q2 2023 and held it in 1 quarter.
Advisornet Financial's Broadwind position peaked at $61 in Q2 2023.
51 funds tracked by Wall St. Rank held Broadwind as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.