BSW
BMTC

Buckingham Strategic Wealth’s Bryn Mawr Bank Corp BMTC Stock Holding History

Buckingham Strategic Wealth’s Portfolio BMTC Stock Details BMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,580
Closed -$296K – 638
2021
Q4 		$296K Hold
6,580
– – 0.01% 475
2021
Q3 		$302K Hold
6,580
– – 0.01% 466
2021
Q2 		$278K Hold
6,580
– – 0.01% 480
2021
Q1 		$299K Sell
6,580
-30
-0.5% -$1.14K 0.01% 437
2020
Q4 		$202K Buy
+6,610
New +$193K 0.01% 507
2020
Q3 		– Sell
-7,255
Closed -$201K – 501
2020
Q2 		$201K Hold
7,255
– – 0.02% 379
2020
Q1 		$206K Hold
7,255
– – 0.02% 420
2019
Q4 		$299K Hold
7,255
– – 0.03% 362
2019
Q3 		$265K Sell
7,255
-250
-3% -$8.99K 0.03% 348
2019
Q2 		$280K Buy
+7,505
New +$281K 0.03% 356
2016
Q4 		– Sell
-8,505
Closed -$272K – 243
2016
Q3 		$272K Buy
+8,505
New +$260K 0.09% 168

Buckingham Strategic Wealth's BMTC Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2022, closing a stake of 6,580 shares — an estimated $296K sold.

Buckingham Strategic Wealth first reported a position in BMTC in Q3 2016 and held it in 11 quarters. The position peaked at $302K in Q3 2021. 0 funds tracked by Wall St. Rank hold BMTC as of Q1 2022.

  • Buckingham Strategic Wealth reported no remaining Bryn Mawr Bank Corp position as of Q1 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,580 Bryn Mawr Bank Corp shares in Q1 2022, an estimated $296K.
  • Buckingham Strategic Wealth first reported a position in Bryn Mawr Bank Corp in Q3 2016 and held it in 11 quarters.
  • Buckingham Strategic Wealth's Bryn Mawr Bank Corp position peaked at $302K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.