Glassman Wealth Services’s Bankwell Financial Group BWFG Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-49	Closed	-$1.48K	–	453
2023 Q4	$1.48K	Hold	49	–	–	﹤0.01%	1432
2023 Q3	$1.19K	Hold	49	–	–	﹤0.01%	1503
2023 Q2	$1.2K	Hold	49	–	–	﹤0.01%	1391
2023 Q1	$1.22K	Hold	49	–	–	﹤0.01%	1370
2022 Q4	$1.44K	Sell	49 -42	-46%	-$1.25K	﹤0.01%	1333
2022 Q3	$3K	Hold	91	–	–	﹤0.01%	1110
2022 Q2	$3K	Hold	91	–	–	﹤0.01%	1122
2022 Q1	$3K	Hold	91	–	–	﹤0.01%	1107
2021 Q4	$3K	Hold	91	–	–	﹤0.01%	1083
2021 Q3	$3K	Hold	91	–	–	﹤0.01%	1058
2021 Q2	$3K	Hold	91	–	–	﹤0.01%	1036
2021 Q1	$2K	Buy	+91	New	+$2.1K	﹤0.01%	1069

Other funds holding BWFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Glassman Wealth Services's BWFG Position: Q1 2024 in Review

Glassman Wealth Services sold out of Bankwell Financial Group (BWFG) in Q1 2024, closing a stake of 49 shares — an estimated $1.48K sold.

Glassman Wealth Services first reported a position in BWFG in Q1 2021 and held it in 12 quarters. The position peaked at $3K in Q3 2022. 64 funds tracked by Wall St. Rank hold BWFG as of Q1 2024.

Glassman Wealth Services reported no remaining Bankwell Financial Group position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 49 Bankwell Financial Group shares in Q1 2024, an estimated $1.48K.
Glassman Wealth Services first reported a position in Bankwell Financial Group in Q1 2021 and held it in 12 quarters.
Glassman Wealth Services's Bankwell Financial Group position peaked at $3K in Q3 2022.
64 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.