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Fairway Wealth’s Broadwind BWEN Stock Holding History

Fairway Wealth’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
2024
Q4 		– Sell
-170
Closed -$386 – 234
2024
Q3 		$386 Hold
170
– – ﹤0.01% 99
2024
Q2 		$558 Hold
170
– – ﹤0.01% 360
2024
Q1 		$405 Hold
170
– – ﹤0.01% 78
2023
Q4 		$471 Buy
+170
New +$449 ﹤0.01% 71

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Fairway Wealth's BWEN Position: Q4 2024 in Review

Fairway Wealth sold out of Broadwind (BWEN) in Q4 2024, closing a stake of 170 shares — an estimated $386 sold.

Fairway Wealth first reported a position in BWEN in Q4 2023 and held it in 4 quarters. The position peaked at $558 in Q2 2024. 41 funds tracked by Wall St. Rank hold BWEN as of Q4 2024.

  • Fairway Wealth reported no remaining Broadwind position as of Q4 2024 after selling out during the quarter.
  • Fairway Wealth sold 170 Broadwind shares in Q4 2024, an estimated $386.
  • Fairway Wealth first reported a position in Broadwind in Q4 2023 and held it in 4 quarters.
  • Fairway Wealth's Broadwind position peaked at $558 in Q2 2024.
  • 41 funds tracked by Wall St. Rank held Broadwind as of Q4 2024.

Based on Fairway Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.