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Farther Finance Advisors’s Broadwind BWEN Stock Holding History

Farther Finance 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
2024
Q1 		– Sell
-1,424
Closed -$3.94K – 3611
2023
Q4 		$3.94K Buy
+1,424
New +$3.76K ﹤0.01% 2092

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 $1.92B AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Farther Finance Advisors's BWEN Position: Q1 2024 in Review

Farther Finance Advisors sold out of Broadwind (BWEN) in Q1 2024, closing a stake of 1,424 shares — an estimated $3.94K sold.

Farther Finance Advisors first reported a position in BWEN in Q4 2023 and held it in 1 quarter. The position peaked at $3.94K in Q4 2023. 46 funds tracked by Wall St. Rank hold BWEN as of Q1 2024.

  • Farther Finance Advisors reported no remaining Broadwind position as of Q1 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 1,424 Broadwind shares in Q1 2024, an estimated $3.94K.
  • Farther Finance Advisors first reported a position in Broadwind in Q4 2023 and held it in 1 quarter.
  • Farther Finance Advisors's Broadwind position peaked at $3.94K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Broadwind as of Q1 2024.

Based on Farther Finance Advisors's 13F filing for Q1 2024, filed 14 May 2024.