EI
FINW icon

EAM Investors’s FinWise Bancorp FINW Stock Holding History

EAM Investors’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-39,924
Closed -$571K – 277
2023
Q4 		$571K Buy
+39,924
New +$426K 0.1% 220
2022
Q2 		– Sell
-79,619
Closed -$1.36M – 275
2022
Q1 		$1.36M Buy
+79,619
New +$1.44M 0.25% 202

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EAM Investors's FINW Position: Q1 2024 in Review

EAM Investors sold out of FinWise Bancorp (FINW) in Q1 2024, closing a stake of 39,924 shares — an estimated $571K sold.

EAM Investors first reported a position in FINW in Q1 2022 and held it in 2 quarters. The position peaked at $1.36M in Q1 2022. 32 funds tracked by Wall St. Rank hold FINW as of Q1 2024.

  • EAM Investors reported no remaining FinWise Bancorp position as of Q1 2024 after selling out during the quarter.
  • EAM Investors sold 39,924 FinWise Bancorp shares in Q1 2024, an estimated $571K.
  • EAM Investors first reported a position in FinWise Bancorp in Q1 2022 and held it in 2 quarters.
  • EAM Investors's FinWise Bancorp position peaked at $1.36M in Q1 2022.
  • 32 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2024.

Based on EAM Investors's 13F filing for Q1 2024, filed 13 May 2024.