Fisher Asset Management
BWFG icon

Fisher Asset Management’s Bankwell Financial Group BWFG Stock Holding History

Fisher Asset Management’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
2023
Q4 		– Sell
-197
Closed -$4.78K – 1003
2023
Q3 		$4.78K Buy
+197
New +$5.12K ﹤0.01% 1118

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BFC
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Dimensional Fund Advisors
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Renaissance Technologies
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Fisher Asset Management's BWFG Position: Q4 2023 in Review

Fisher Asset Management sold out of Bankwell Financial Group (BWFG) in Q4 2023, closing a stake of 197 shares — an estimated $4.78K sold.

Fisher Asset Management first reported a position in BWFG in Q3 2023 and held it in 1 quarter. The position peaked at $4.78K in Q3 2023. 71 funds tracked by Wall St. Rank hold BWFG as of Q4 2023.

  • Fisher Asset Management reported no remaining Bankwell Financial Group position as of Q4 2023 after selling out during the quarter.
  • Fisher Asset Management sold 197 Bankwell Financial Group shares in Q4 2023, an estimated $4.78K.
  • Fisher Asset Management first reported a position in Bankwell Financial Group in Q3 2023 and held it in 1 quarter.
  • Fisher Asset Management's Bankwell Financial Group position peaked at $4.78K in Q3 2023.
  • 71 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.