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Better Money Decisions’s Bankwell Financial Group BWFG Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-1,093
Closed -$34K – 101
2022
Q2 		$34K Buy
+1,093
New +$36.8K 0.03% 169
2021
Q4 		– Sell
-1,144
Closed -$33K – 138
2021
Q3 		$33K Hold
1,144
– – 0.03% 201
2021
Q2 		$32K Buy
+1,144
New +$32K 0.03% 196

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BFC
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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Better Money Decisions's BWFG Position: Q3 2022 in Review

Better Money Decisions sold out of Bankwell Financial Group (BWFG) in Q3 2022, closing a stake of 1,093 shares — an estimated $34K sold.

Better Money Decisions first reported a position in BWFG in Q2 2021 and held it in 3 quarters. The position peaked at $34K in Q2 2022. 70 funds tracked by Wall St. Rank hold BWFG as of Q3 2022.

  • Better Money Decisions reported no remaining Bankwell Financial Group position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 1,093 Bankwell Financial Group shares in Q3 2022, an estimated $34K.
  • Better Money Decisions first reported a position in Bankwell Financial Group in Q2 2021 and held it in 3 quarters.
  • Better Money Decisions's Bankwell Financial Group position peaked at $34K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.