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Avior Wealth Management’s Bridgewater Bancshares BWB Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-6
Closed -$69 – 2479
2024
Q1 		$69 Buy
+6
New +$73 ﹤0.01% 3348

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PAIM
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TWM
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Avior Wealth Management's BWB Position: Q2 2024 in Review

Avior Wealth Management sold out of Bridgewater Bancshares (BWB) in Q2 2024, closing a stake of 6 shares — an estimated $69 sold.

Avior Wealth Management first reported a position in BWB in Q1 2024 and held it in 1 quarter. The position peaked at $69 in Q1 2024. 89 funds tracked by Wall St. Rank hold BWB as of Q2 2024.

  • Avior Wealth Management reported no remaining Bridgewater Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Bridgewater Bancshares shares in Q2 2024, an estimated $69.
  • Avior Wealth Management first reported a position in Bridgewater Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Bridgewater Bancshares position peaked at $69 in Q1 2024.
  • 89 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.