HWP
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Highline Wealth Partners’s Broadwind BWEN Stock Holding History

Highline Wealth Partners’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$716 – 341
2022
Q4 		$716 Hold
400
– – ﹤0.01% 280
2022
Q3 		$1.21K Buy
+400
New +$1.02K ﹤0.01% 247

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ACM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QOP
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Highline Wealth Partners's BWEN Position: Q1 2023 in Review

Highline Wealth Partners sold out of Broadwind (BWEN) in Q1 2023, closing a stake of 400 shares — an estimated $716 sold.

Highline Wealth Partners first reported a position in BWEN in Q3 2022 and held it in 2 quarters. The position peaked at $1.21K in Q3 2022. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2023.

  • Highline Wealth Partners reported no remaining Broadwind position as of Q1 2023 after selling out during the quarter.
  • Highline Wealth Partners sold 400 Broadwind shares in Q1 2023, an estimated $716.
  • Highline Wealth Partners first reported a position in Broadwind in Q3 2022 and held it in 2 quarters.
  • Highline Wealth Partners's Broadwind position peaked at $1.21K in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q1 2023.

Based on Highline Wealth Partners's 13F filing for Q1 2023, filed 29 Oct 2024.