Federated Hermes
BWFG icon

Federated Hermes’s Bankwell Financial Group BWFG Stock Holding History

Federated Hermes’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-15
Closed -$1K – 2219
2021
Q2 		$1K Buy
+15
New +$420 ﹤0.01% 2115
2020
Q2 		– Sell
-67
Closed -$1K – 2251
2020
Q1 		$1K Buy
+67
New +$1.69K ﹤0.01% 2087
2016
Q3 		– Sell
-226
Closed -$5K – 2123
2016
Q2 		$5K Buy
226
+152
+205% +$3.19K ﹤0.01% 1889
2016
Q1 		$1K Buy
+74
New +$1.45K ﹤0.01% 2006

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes's BWFG Position: Q3 2021 in Review

Federated Hermes sold out of Bankwell Financial Group (BWFG) in Q3 2021, closing a stake of 15 shares — an estimated $1K sold.

Federated Hermes first reported a position in BWFG in Q1 2016 and held it in 4 quarters. The position peaked at $5K in Q2 2016. 56 funds tracked by Wall St. Rank hold BWFG as of Q3 2021.

  • Federated Hermes reported no remaining Bankwell Financial Group position as of Q3 2021 after selling out during the quarter.
  • Federated Hermes sold 15 Bankwell Financial Group shares in Q3 2021, an estimated $1K.
  • Federated Hermes first reported a position in Bankwell Financial Group in Q1 2016 and held it in 4 quarters.
  • Federated Hermes's Bankwell Financial Group position peaked at $5K in Q2 2016.
  • 56 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2021.

Based on Federated Hermes's 13F filing for Q3 2021, filed 15 Nov 2021.