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HRT Financial’s Bankwell Financial Group BWFG Stock Holding History

HRT Financial’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
2021
Q4 		– Sell
-17,141
Closed -$504K – 3242
2021
Q3 		$504K Buy
17,141
+141
+0.8% +$4.11K ﹤0.01% 1968
2021
Q2 		$469K Buy
+17,000
New +$476K ﹤0.01% 1843

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Vanguard Group
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

HRT Financial's BWFG Position: Q4 2021 in Review

HRT Financial sold out of Bankwell Financial Group (BWFG) in Q4 2021, closing a stake of 17,141 shares — an estimated $504K sold.

HRT Financial first reported a position in BWFG in Q2 2021 and held it in 2 quarters. The position peaked at $504K in Q3 2021. 50 funds tracked by Wall St. Rank hold BWFG as of Q4 2021.

  • HRT Financial reported no remaining Bankwell Financial Group position as of Q4 2021 after selling out during the quarter.
  • HRT Financial sold 17,141 Bankwell Financial Group shares in Q4 2021, an estimated $504K.
  • HRT Financial first reported a position in Bankwell Financial Group in Q2 2021 and held it in 2 quarters.
  • HRT Financial's Bankwell Financial Group position peaked at $504K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2021.

Based on HRT Financial's 13F filing for Q4 2021, filed 14 Feb 2022.