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Blue Trust Inc’s Bridgewater Bancshares BWB Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-222
Closed -$2.58K – 2510
2024
Q3 		$2.58K Buy
+222
New +$2.97K ﹤0.01% 2534

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PAIM
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State Street
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Geode Capital Management
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Renaissance Technologies
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Blue Trust Inc's BWB Position: Q4 2024 in Review

Blue Trust Inc sold out of Bridgewater Bancshares (BWB) in Q4 2024, closing a stake of 222 shares — an estimated $2.58K sold.

Blue Trust Inc first reported a position in BWB in Q3 2024 and held it in 1 quarter. The position peaked at $2.58K in Q3 2024. 112 funds tracked by Wall St. Rank hold BWB as of Q4 2024.

  • Blue Trust Inc reported no remaining Bridgewater Bancshares position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 222 Bridgewater Bancshares shares in Q4 2024, an estimated $2.58K.
  • Blue Trust Inc first reported a position in Bridgewater Bancshares in Q3 2024 and held it in 1 quarter.
  • Blue Trust Inc's Bridgewater Bancshares position peaked at $2.58K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.