Janney Montgomery Scott
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Janney Montgomery Scott’s Bridgewater Bancshares BWB Stock Holding History

Janney Montgomery Scott’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-26,466
Closed -$427K – 2250
2021
Q1 		$427K Buy
+26,466
New +$391K ﹤0.01% 1646

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Janney Montgomery Scott's BWB Position: Q2 2021 in Review

Janney Montgomery Scott sold out of Bridgewater Bancshares (BWB) in Q2 2021, closing a stake of 26,466 shares — an estimated $427K sold.

Janney Montgomery Scott first reported a position in BWB in Q1 2021 and held it in 1 quarter. The position peaked at $427K in Q1 2021. 94 funds tracked by Wall St. Rank hold BWB as of Q2 2021.

  • Janney Montgomery Scott reported no remaining Bridgewater Bancshares position as of Q2 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 26,466 Bridgewater Bancshares shares in Q2 2021, an estimated $427K.
  • Janney Montgomery Scott first reported a position in Bridgewater Bancshares in Q1 2021 and held it in 1 quarter.
  • Janney Montgomery Scott's Bridgewater Bancshares position peaked at $427K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2021.

Based on Janney Montgomery Scott's 13F filing for Q2 2021, filed 26 Jul 2021.