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Credit Suisse’s Bridgewater Bancshares BWB Stock Holding History

Credit Suisse’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,311
Closed -$188K – 3176
2023
Q1 		$188K Buy
17,311
+2,214
+15% +$32.5K ﹤0.01% 3127
2022
Q4 		$268K Buy
15,097
+14,982
+13,028% +$275K ﹤0.01% 3085
2022
Q3 		$2K Buy
115
+94
+448% +$1.61K ﹤0.01% 3700
2022
Q2 		$0 Buy
+21
New +$337 ﹤0.01% 3950

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Credit Suisse's BWB Position: Q2 2023 in Review

Credit Suisse sold out of Bridgewater Bancshares (BWB) in Q2 2023, closing a stake of 17,311 shares — an estimated $188K sold.

Credit Suisse first reported a position in BWB in Q2 2022 and held it in 4 quarters. The position peaked at $268K in Q4 2022. 93 funds tracked by Wall St. Rank hold BWB as of Q2 2023.

  • Credit Suisse reported no remaining Bridgewater Bancshares position as of Q2 2023 after selling out during the quarter.
  • Credit Suisse sold 17,311 Bridgewater Bancshares shares in Q2 2023, an estimated $188K.
  • Credit Suisse first reported a position in Bridgewater Bancshares in Q2 2022 and held it in 4 quarters.
  • Credit Suisse's Bridgewater Bancshares position peaked at $268K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2023.

Based on Credit Suisse's 13F filing for Q2 2023, filed 11 Aug 2023.