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Avior Wealth Management’s Bankwell Financial Group BWFG Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-1
Closed -$25 – 2481
2024
Q1 		$25 Buy
+1
New +$27 ﹤0.01% 3644

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SCP
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GAG
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Avior Wealth Management's BWFG Position: Q2 2024 in Review

Avior Wealth Management sold out of Bankwell Financial Group (BWFG) in Q2 2024, closing a stake of 1 share — an estimated $25 sold.

Avior Wealth Management first reported a position in BWFG in Q1 2024 and held it in 1 quarter. The position peaked at $25 in Q1 2024. 66 funds tracked by Wall St. Rank hold BWFG as of Q2 2024.

  • Avior Wealth Management reported no remaining Bankwell Financial Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Bankwell Financial Group share in Q2 2024, an estimated $25.
  • Avior Wealth Management first reported a position in Bankwell Financial Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Bankwell Financial Group position peaked at $25 in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2024.

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