Ameriprise’s Bankwell Financial Group BWFG Stock Holding History

Ameriprise’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
2021 Q4	–	Sell	-8,400	Closed	-$247K	–	3970
2021 Q3	$247K	Buy	+8,400	New	+$245K	﹤0.01%	3651

Other funds holding BWFG

Endicott Management New York $81.7M AUM 36.01% 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

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

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

SCP

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ameriprise's BWFG Position: Q4 2021 in Review

Ameriprise sold out of Bankwell Financial Group (BWFG) in Q4 2021, closing a stake of 8,400 shares — an estimated $247K sold.

Ameriprise first reported a position in BWFG in Q3 2021 and held it in 1 quarter. The position peaked at $247K in Q3 2021. 50 funds tracked by Wall St. Rank hold BWFG as of Q4 2021.

Ameriprise reported no remaining Bankwell Financial Group position as of Q4 2021 after selling out during the quarter.
Ameriprise sold 8,400 Bankwell Financial Group shares in Q4 2021, an estimated $247K.
Ameriprise first reported a position in Bankwell Financial Group in Q3 2021 and held it in 1 quarter.
Ameriprise's Bankwell Financial Group position peaked at $247K in Q3 2021.
50 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2021.

Based on Ameriprise's 13F filing for Q4 2021, filed 14 Feb 2022.