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Capital Performance Advisors’s Bankwell Financial Group BWFG Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-13
Closed -$389 – 552
2024
Q3 		$389 Buy
+13
New +$356 ﹤0.01% 2359

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
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PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Capital Performance Advisors's BWFG Position: Q4 2024 in Review

Capital Performance Advisors sold out of Bankwell Financial Group (BWFG) in Q4 2024, closing a stake of 13 shares — an estimated $389 sold.

Capital Performance Advisors first reported a position in BWFG in Q3 2024 and held it in 1 quarter. The position peaked at $389 in Q3 2024. 70 funds tracked by Wall St. Rank hold BWFG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Bankwell Financial Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Bankwell Financial Group shares in Q4 2024, an estimated $389.
  • Capital Performance Advisors first reported a position in Bankwell Financial Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Bankwell Financial Group position peaked at $389 in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.