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Clearview Wealth Advisors’s Broadwind BWEN Stock Holding History

Clearview Wealth Advisors’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
-500
Closed -$2K – 656
2021
Q2 		$2K Hold
500
– – ﹤0.01% 564
2021
Q1 		$3K Buy
+500
New +$4.02K ﹤0.01% 520

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

Clearview Wealth Advisors's BWEN Position: Q3 2021 in Review

Clearview Wealth Advisors sold out of Broadwind (BWEN) in Q3 2021, closing a stake of 500 shares — an estimated $2K sold.

Clearview Wealth Advisors first reported a position in BWEN in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 45 funds tracked by Wall St. Rank hold BWEN as of Q3 2021.

  • Clearview Wealth Advisors reported no remaining Broadwind position as of Q3 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 500 Broadwind shares in Q3 2021, an estimated $2K.
  • Clearview Wealth Advisors first reported a position in Broadwind in Q1 2021 and held it in 2 quarters.
  • Clearview Wealth Advisors's Broadwind position peaked at $3K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held Broadwind as of Q3 2021.

Based on Clearview Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.