CAWM
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Capital A Wealth Management’s Bridgewater Bancshares BWB Stock Holding History

Capital A Wealth Management’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
2025
Q1 		– Sell
-6
Closed -$81 – 737
2024
Q4 		$81 Buy
+6
New +$88 ﹤0.01% 782

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AllianceBernstein
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State Street
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BCM
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American Century Companies
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Capital A Wealth Management's BWB Position: Q1 2025 in Review

Capital A Wealth Management sold out of Bridgewater Bancshares (BWB) in Q1 2025, closing a stake of 6 shares — an estimated $81 sold.

Capital A Wealth Management first reported a position in BWB in Q4 2024 and held it in 1 quarter. The position peaked at $81 in Q4 2024. 113 funds tracked by Wall St. Rank hold BWB as of Q1 2025.

  • Capital A Wealth Management reported no remaining Bridgewater Bancshares position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 Bridgewater Bancshares shares in Q1 2025, an estimated $81.
  • Capital A Wealth Management first reported a position in Bridgewater Bancshares in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Bridgewater Bancshares position peaked at $81 in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.