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First Horizon Advisors’s Bridgewater Bancshares BWB Stock Holding History

First Horizon Advisors’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
2022
Q2 		– Sell
-1,275
Closed -$21K – 2374
2022
Q1 		$21K Buy
+1,275
New +$22.2K ﹤0.01% 870

Other funds holding BWB

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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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
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

First Horizon Advisors's BWB Position: Q2 2022 in Review

First Horizon Advisors sold out of Bridgewater Bancshares (BWB) in Q2 2022, closing a stake of 1,275 shares — an estimated $21K sold.

First Horizon Advisors first reported a position in BWB in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 89 funds tracked by Wall St. Rank hold BWB as of Q2 2022.

  • First Horizon Advisors reported no remaining Bridgewater Bancshares position as of Q2 2022 after selling out during the quarter.
  • First Horizon Advisors sold 1,275 Bridgewater Bancshares shares in Q2 2022, an estimated $21K.
  • First Horizon Advisors first reported a position in Bridgewater Bancshares in Q1 2022 and held it in 1 quarter.
  • First Horizon Advisors's Bridgewater Bancshares position peaked at $21K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2022.

Based on First Horizon Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.