Janney Montgomery Scott
BWFG icon

Janney Montgomery Scott’s Bankwell Financial Group BWFG Stock Holding History

Janney Montgomery Scott’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
2022
Q4 		– Sell
-9,093
Closed -$265K – 2571
2022
Q3 		$265K Buy
+9,093
New +$289K ﹤0.01% 2097
2019
Q3 		– Sell
-18,501
Closed -$531K – 2049
2019
Q2 		$531K Buy
18,501
+9,251
+100% +$271K ﹤0.01% 1398
2019
Q1 		$270K Hold
9,250
– – ﹤0.01% 1715
2018
Q4 		$266K Buy
+9,250
New +$272K ﹤0.01% 1634
2018
Q1 		– Sell
-18,501
Closed -$635K – 1941
2017
Q4 		$635K Buy
+18,501
New +$654K 0.01% 1185
2015
Q4 		– Sell
-19,049
Closed -$348K – 1374
2015
Q3 		$348K Hold
19,049
– – 0.01% 995
2015
Q2 		$340K Hold
19,049
– – 0.01% 1419
2015
Q1 		$367K Hold
19,049
– – 0.01% 1605
2014
Q4 		$400K Buy
+19,049
New +$369K 0.01% 1471

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janney Montgomery Scott's BWFG Position: Q4 2022 in Review

Janney Montgomery Scott sold out of Bankwell Financial Group (BWFG) in Q4 2022, closing a stake of 9,093 shares — an estimated $265K sold.

Janney Montgomery Scott first reported a position in BWFG in Q4 2014 and held it in 9 quarters. The position peaked at $635K in Q4 2017. 74 funds tracked by Wall St. Rank hold BWFG as of Q4 2022.

  • Janney Montgomery Scott reported no remaining Bankwell Financial Group position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,093 Bankwell Financial Group shares in Q4 2022, an estimated $265K.
  • Janney Montgomery Scott first reported a position in Bankwell Financial Group in Q4 2014 and held it in 9 quarters.
  • Janney Montgomery Scott's Bankwell Financial Group position peaked at $635K in Q4 2017.
  • 74 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.