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Coppell Advisory Solutions’s Broadwind BWEN Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-17
Closed -$34 – 536
2024
Q4 		$34 Hold
17
– – ﹤0.01% 1947
2024
Q3 		$37 Hold
17
– – ﹤0.01% 1845
2024
Q2 		$56 Buy
+17
New +$51 ﹤0.01% 1753
2023
Q4 		$47 Sell
17
-33
-66% -$87 ﹤0.01% 1676
2023
Q3 		$90 Buy
50
+19
+61% +$72 ﹤0.01% 1147
2023
Q2 		$115 Buy
+31
New +$130 ﹤0.01% 1370
2023
Q1 		– Sell
-50
Closed -$90 – 318
2022
Q4 		$90 Buy
+50
New +$94 ﹤0.01% 1149

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 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

Coppell Advisory Solutions's BWEN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Broadwind (BWEN) in Q1 2025, closing a stake of 17 shares — an estimated $34 sold.

Coppell Advisory Solutions first reported a position in BWEN in Q4 2022 and held it in 7 quarters. The position peaked at $115 in Q2 2023. 37 funds tracked by Wall St. Rank hold BWEN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Broadwind position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 17 Broadwind shares in Q1 2025, an estimated $34.
  • Coppell Advisory Solutions first reported a position in Broadwind in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Broadwind position peaked at $115 in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Broadwind as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.