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Gradient Investments’s Bridgewater Bancshares BWB Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-88
Closed -$1.19K – 1325
2023
Q4 		$1.19K Hold
88
– – ﹤0.01% 1369
2023
Q3 		$834 Hold
88
– – ﹤0.01% 1424
2023
Q2 		$867 Buy
+88
New +$846 ﹤0.01% 1403

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gradient Investments's BWB Position: Q1 2024 in Review

Gradient Investments sold out of Bridgewater Bancshares (BWB) in Q1 2024, closing a stake of 88 shares — an estimated $1.19K sold.

Gradient Investments first reported a position in BWB in Q2 2023 and held it in 3 quarters. The position peaked at $1.19K in Q4 2023. 96 funds tracked by Wall St. Rank hold BWB as of Q1 2024.

  • Gradient Investments reported no remaining Bridgewater Bancshares position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 88 Bridgewater Bancshares shares in Q1 2024, an estimated $1.19K.
  • Gradient Investments first reported a position in Bridgewater Bancshares in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Bridgewater Bancshares position peaked at $1.19K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.