IA
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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 $566M AUM 19.55% 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 $1.92B AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $4.97B AUM 44.96% 1-Year Est. Return