Bank of Montreal’s Broadwind BWEN Stock Holding History

Bank of Montreal’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-173,970	Closed	-$1.57M	–	5081
2020 Q4	$1.57M	Sell	173,970 -1,315	-0.8%	-$5.69K	﹤0.01%	1953
2020 Q3	$617K	Buy	+175,285	New	+$700K	﹤0.01%	2229

Other funds holding BWEN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of Montreal's BWEN Position: Q1 2021 in Review

Bank of Montreal sold out of Broadwind (BWEN) in Q1 2021, closing a stake of 173,970 shares — an estimated $1.57M sold.

Bank of Montreal first reported a position in BWEN in Q3 2020 and held it in 2 quarters. The position peaked at $1.57M in Q4 2020. 44 funds tracked by Wall St. Rank hold BWEN as of Q1 2021.

Bank of Montreal reported no remaining Broadwind position as of Q1 2021 after selling out during the quarter.
Bank of Montreal sold 173,970 Broadwind shares in Q1 2021, an estimated $1.57M.
Bank of Montreal first reported a position in Broadwind in Q3 2020 and held it in 2 quarters.
Bank of Montreal's Broadwind position peaked at $1.57M in Q4 2020.
44 funds tracked by Wall St. Rank held Broadwind as of Q1 2021.

Based on Bank of Montreal's 13F filing for Q1 2021, filed 13 May 2021.