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Berman Capital Advisors’s Bridgewater Bancshares BWB Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$0 Hold
16
– – ﹤0.01% 2077
2021
Q2 		$0 Buy
+16
New +$268 ﹤0.01% 1902
2020
Q3 		– Sell
-131
Closed -$1K – 1604
2020
Q2 		$1K Buy
+131
New +$1.27K ﹤0.01% 1381

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's BWB Position: Q3 2021 in Review

Berman Capital Advisors held its Bridgewater Bancshares (BWB) position steady in Q3 2021 at 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Berman Capital Advisors first reported a position in BWB in Q2 2020 and has held it in 3 quarters since. The position peaked at $1K in Q2 2020. 92 funds tracked by Wall St. Rank hold BWB as of Q3 2021.

  • Berman Capital Advisors held 16 shares of Bridgewater Bancshares worth $0 as of Q3 2021.
  • Berman Capital Advisors left its Bridgewater Bancshares share count unchanged in Q3 2021.
  • Bridgewater Bancshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2077 holding.
  • Berman Capital Advisors first reported a position in Bridgewater Bancshares in Q2 2020 and has held it in 3 quarters since.
  • Berman Capital Advisors's Bridgewater Bancshares position peaked at $1K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.