JWCA
BWEN icon

J.W. Cole Advisors’s Broadwind BWEN Stock Holding History

J.W. Cole 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
2021
Q3 		– Sell
-22,100
Closed -$100K – 500
2021
Q2 		$100K Hold
22,100
– – 0.01% 723
2021
Q1 		$146K Buy
+22,100
New +$178K 0.01% 645

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

J.W. Cole Advisors's BWEN Position: Q3 2021 in Review

J.W. Cole Advisors sold out of Broadwind (BWEN) in Q3 2021, closing a stake of 22,100 shares — an estimated $100K sold.

J.W. Cole Advisors first reported a position in BWEN in Q1 2021 and held it in 2 quarters. The position peaked at $146K in Q1 2021. 45 funds tracked by Wall St. Rank hold BWEN as of Q3 2021.

  • J.W. Cole Advisors reported no remaining Broadwind position as of Q3 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 22,100 Broadwind shares in Q3 2021, an estimated $100K.
  • J.W. Cole Advisors first reported a position in Broadwind in Q1 2021 and held it in 2 quarters.
  • J.W. Cole Advisors's Broadwind position peaked at $146K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held Broadwind as of Q3 2021.

Based on J.W. Cole Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.