AJOVista’s Bankwell Financial Group BWFG Stock Holding History

AJOVista’s Portfolio BWFG Stock Details BWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,230	Closed	-$67.3K	–	133
2023 Q4	$67.3K	Buy	+2,230	New	+$59K	0.08%	236

Other funds holding BWFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

AJOVista's BWFG Position: Q1 2024 in Review

AJOVista sold out of Bankwell Financial Group (BWFG) in Q1 2024, closing a stake of 2,230 shares — an estimated $67.3K sold.

AJOVista first reported a position in BWFG in Q4 2023 and held it in 1 quarter. The position peaked at $67.3K in Q4 2023. 64 funds tracked by Wall St. Rank hold BWFG as of Q1 2024.

AJOVista reported no remaining Bankwell Financial Group position as of Q1 2024 after selling out during the quarter.
AJOVista sold 2,230 Bankwell Financial Group shares in Q1 2024, an estimated $67.3K.
AJOVista first reported a position in Bankwell Financial Group in Q4 2023 and held it in 1 quarter.
AJOVista's Bankwell Financial Group position peaked at $67.3K in Q4 2023.
64 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.