Global Retirement Partners’s Bridgewater Bancshares BWB Stock Holding History

Global Retirement Partners’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
2023 Q1	–	Sell	-300	Closed	-$5.32K	–	3218
2022 Q4	$5.32K	Hold	300	–	–	﹤0.01%	2003
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	1847
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	1866
2022 Q1	$5K	Buy	+300	New	+$5.22K	﹤0.01%	1870
2021 Q4	–	Sell	-300	Closed	-$5K	–	441
2021 Q3	$5K	Hold	300	–	–	﹤0.01%	1601
2021 Q2	$5K	Sell	300 -150	-33%	-$2.51K	﹤0.01%	1553
2021 Q1	$7K	Hold	450	–	–	﹤0.01%	1374
2020 Q4	$6K	Buy	+450	New	+$5.2K	﹤0.01%	1389

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

Global Retirement Partners's BWB Position: Q1 2023 in Review

Global Retirement Partners sold out of Bridgewater Bancshares (BWB) in Q1 2023, closing a stake of 300 shares — an estimated $5.32K sold.

Global Retirement Partners first reported a position in BWB in Q4 2020 and held it in 8 quarters. The position peaked at $7K in Q1 2021. 100 funds tracked by Wall St. Rank hold BWB as of Q1 2023.

Global Retirement Partners reported no remaining Bridgewater Bancshares position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 300 Bridgewater Bancshares shares in Q1 2023, an estimated $5.32K.
Global Retirement Partners first reported a position in Bridgewater Bancshares in Q4 2020 and held it in 8 quarters.
Global Retirement Partners's Bridgewater Bancshares position peaked at $7K in Q1 2021.
100 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.