AAS
BCOW

Annex Advisory Services’s 1895 Bancorp of Wisconsin BCOW Stock Holding History

Annex Advisory Services’s Portfolio BCOW Stock Details BCOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,474
Closed -$49K – 275
2022
Q1 		$49K Buy
+4,474
New +$50.6K ﹤0.01% 249

Other funds holding BCOW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Annex Advisory Services's BCOW Position: Q2 2022 in Review

Annex Advisory Services sold out of 1895 Bancorp of Wisconsin (BCOW) in Q2 2022, closing a stake of 4,474 shares — an estimated $49K sold.

Annex Advisory Services first reported a position in BCOW in Q1 2022 and held it in 1 quarter. The position peaked at $49K in Q1 2022. 16 funds tracked by Wall St. Rank hold BCOW as of Q2 2022.

  • Annex Advisory Services reported no remaining 1895 Bancorp of Wisconsin position as of Q2 2022 after selling out during the quarter.
  • Annex Advisory Services sold 4,474 1895 Bancorp of Wisconsin shares in Q2 2022, an estimated $49K.
  • Annex Advisory Services first reported a position in 1895 Bancorp of Wisconsin in Q1 2022 and held it in 1 quarter.
  • Annex Advisory Services's 1895 Bancorp of Wisconsin position peaked at $49K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held 1895 Bancorp of Wisconsin as of Q2 2022.

Based on Annex Advisory Services's 13F filing for Q2 2022, filed 27 Jul 2022.