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Atria Wealth Solutions’s Bankwell Financial Group BWFG Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-30,489
Closed -$1.03M – 1662
2022
Q1 		$1.03M Buy
+30,489
New +$1.04M 0.02% 720

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BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's BWFG Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Bankwell Financial Group (BWFG) in Q2 2022, closing a stake of 30,489 shares — an estimated $1.03M sold.

Atria Wealth Solutions first reported a position in BWFG in Q1 2022 and held it in 1 quarter. The position peaked at $1.03M in Q1 2022. 68 funds tracked by Wall St. Rank hold BWFG as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Bankwell Financial Group position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 30,489 Bankwell Financial Group shares in Q2 2022, an estimated $1.03M.
  • Atria Wealth Solutions first reported a position in Bankwell Financial Group in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Bankwell Financial Group position peaked at $1.03M in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.