Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Carson Wealth (CWM LLC)’s
Broadwind
BWEN
Stock Holding History
Carson Wealth (CWM LLC)’s Portfolio
BWEN Stock Details
BWEN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
$1K
Hold
300
–
–
﹤0.01%
2763
2021
Q1
$1K
Hold
300
–
–
﹤0.01%
2763
2020
Q4
$1K
Hold
300
–
–
﹤0.01%
2763
2020
Q3
$1K
Hold
300
–
–
﹤0.01%
2763
2020
Q2
$1K
Hold
300
–
–
﹤0.01%
2763
2020
Q1
$1K
Hold
300
–
–
﹤0.01%
2762
2019
Q4
$1K
Hold
300
–
–
﹤0.01%
2762
2019
Q3
$1K
Hold
300
–
–
﹤0.01%
2762
2019
Q2
$1K
Hold
300
–
–
﹤0.01%
2762
2019
Q1
$1K
Sell
300
-300
-50%
-$467
﹤0.01%
2762
2018
Q4
$1K
Buy
+600
New
+$1.07K
﹤0.01%
1848
Other funds holding BWEN
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
GWI
Grace & White Inc
Ny, New York
$566M AUM
19.55%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
ICM
Invenomic Capital Management
Boston, Massachusetts
$2.18B AUM
0.03%
1-Year Est. Return
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
HSA
Hussman Strategic Advisors
Ellicott City, Maryland
$463M AUM
16%
1-Year Est. Return
BCM
Bridgeway Capital Management
Houston, Texas
$4.97B AUM
44.96%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close