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Citizens Financial Group’s Broadwind BWEN Stock Holding History

Citizens Financial 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
2021
Q3 		– Sell
-13,363
Closed -$61K – 443
2021
Q2 		$61K Buy
+13,363
New +$65.7K ﹤0.01% 354
2021
Q1 		– Sell
-12,326
Closed -$98K – 317
2020
Q4 		$98K Buy
+12,326
New +$53.3K 0.01% 290
2020
Q3 		– Sell
-11,200
Closed -$42K – 341
2020
Q2 		$42K Buy
11,200
+425
+4% +$958 ﹤0.01% 500
2020
Q1 		$15K Buy
10,775
+8,113
+305% +$13.6K ﹤0.01% 658
2019
Q4 		$4K Buy
+2,662
New +$4.26K ﹤0.01% 885

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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citizens Financial Group's BWEN Position: Q3 2021 in Review

Citizens Financial Group sold out of Broadwind (BWEN) in Q3 2021, closing a stake of 13,363 shares — an estimated $61K sold.

Citizens Financial Group first reported a position in BWEN in Q4 2019 and held it in 5 quarters. The position peaked at $98K in Q4 2020. 45 funds tracked by Wall St. Rank hold BWEN as of Q3 2021.

  • Citizens Financial Group reported no remaining Broadwind position as of Q3 2021 after selling out during the quarter.
  • Citizens Financial Group sold 13,363 Broadwind shares in Q3 2021, an estimated $61K.
  • Citizens Financial Group first reported a position in Broadwind in Q4 2019 and held it in 5 quarters.
  • Citizens Financial Group's Broadwind position peaked at $98K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Broadwind as of Q3 2021.

Based on Citizens Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.