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IFP Advisors’s Broadwind BWEN Stock Holding History

IFP Advisors’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
2025
Q1 		– Sell
-191
Closed -$359 – 4360
2024
Q4 		$359 Buy
+191
New +$363 ﹤0.01% 3507
2017
Q2 		– Sell
-1,000
Closed -$8K – 4082
2017
Q1 		$8K Sell
1,000
-1,000
-50% -$5.2K ﹤0.01% 3032
2016
Q4 		$8K Buy
2,000
+856
+75% +$3.63K ﹤0.01% 3016
2016
Q3 		$5K Hold
1,144
– – ﹤0.01% 3208
2016
Q2 		$5K Buy
+1,144
New +$4.18K ﹤0.01% 3124
2016
Q1 		– Sell
-200
Closed – – 2487
2015
Q4 		$0 Buy
+200
New +$448 ﹤0.01% 3724

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

IFP Advisors's BWEN Position: Q1 2025 in Review

IFP Advisors sold out of Broadwind (BWEN) in Q1 2025, closing a stake of 191 shares — an estimated $359 sold.

IFP Advisors first reported a position in BWEN in Q4 2015 and held it in 6 quarters. The position peaked at $8K in Q1 2017. 37 funds tracked by Wall St. Rank hold BWEN as of Q1 2025.

  • IFP Advisors reported no remaining Broadwind position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 191 Broadwind shares in Q1 2025, an estimated $359.
  • IFP Advisors first reported a position in Broadwind in Q4 2015 and held it in 6 quarters.
  • IFP Advisors's Broadwind position peaked at $8K in Q1 2017.
  • 37 funds tracked by Wall St. Rank held Broadwind as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.