CIBC Private Wealth Group
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CIBC Private Wealth Group’s Broadwind BWEN Stock Holding History

CIBC Private Wealth Group’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$22.7K – 3005
2024
Q3 		$22.7K Buy
+10,000
New +$26.3K ﹤0.01% 2103

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

CIBC Private Wealth Group's BWEN Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Broadwind (BWEN) in Q4 2024, closing a stake of 10,000 shares — an estimated $22.7K sold.

CIBC Private Wealth Group first reported a position in BWEN in Q3 2024 and held it in 1 quarter. The position peaked at $22.7K in Q3 2024. 41 funds tracked by Wall St. Rank hold BWEN as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Broadwind position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 10,000 Broadwind shares in Q4 2024, an estimated $22.7K.
  • CIBC Private Wealth Group first reported a position in Broadwind in Q3 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Broadwind position peaked at $22.7K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Broadwind as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.