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Avantax Planning Partners’s Bridgewater Bancshares BWB Stock Holding History

Avantax Planning Partners’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,600
Closed -$150K – 436
2024
Q3 		$150K Sell
10,600
-2,500
-19% -$33.5K 0.01% 426
2024
Q2 		$152K Hold
13,100
– – ﹤0.01% 451
2024
Q1 		$152K Buy
+13,100
New +$160K ﹤0.01% 452

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Avantax Planning Partners's BWB Position: Q4 2024 in Review

Avantax Planning Partners sold out of Bridgewater Bancshares (BWB) in Q4 2024, closing a stake of 10,600 shares — an estimated $150K sold.

Avantax Planning Partners first reported a position in BWB in Q1 2024 and held it in 3 quarters. The position peaked at $152K in Q1 2024. 112 funds tracked by Wall St. Rank hold BWB as of Q4 2024.

  • Avantax Planning Partners reported no remaining Bridgewater Bancshares position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 10,600 Bridgewater Bancshares shares in Q4 2024, an estimated $150K.
  • Avantax Planning Partners first reported a position in Bridgewater Bancshares in Q1 2024 and held it in 3 quarters.
  • Avantax Planning Partners's Bridgewater Bancshares position peaked at $152K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.