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Johnson Financial Group Inc (Wisconsin)’s Broadwind BWEN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2022
Q2 		– Sell
-1,400
Closed -$3K – 692
2022
Q1 		$3K Hold
1,400
– – ﹤0.01% 631
2021
Q4 		$3K Hold
1,400
– – ﹤0.01% 660
2021
Q3 		$4K Hold
1,400
– – ﹤0.01% 591
2021
Q2 		$6K Hold
1,400
– – ﹤0.01% 584
2021
Q1 		$9K Hold
1,400
– – ﹤0.01% 553
2020
Q4 		$11K Hold
1,400
– – ﹤0.01% 439
2020
Q3 		$4K Buy
+1,400
New +$5.59K ﹤0.01% 411
2019
Q4 		– Sell
-1,400
Closed -$2K – 524
2019
Q3 		$2K Buy
+1,400
New +$2.68K ﹤0.01% 519

Other funds holding BWEN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BWEN Position: Q2 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Broadwind (BWEN) in Q2 2022, closing a stake of 1,400 shares — an estimated $3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BWEN in Q3 2019 and held it in 8 quarters. The position peaked at $11K in Q4 2020. 32 funds tracked by Wall St. Rank hold BWEN as of Q2 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Broadwind position as of Q2 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,400 Broadwind shares in Q2 2022, an estimated $3K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Broadwind in Q3 2019 and held it in 8 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Broadwind position peaked at $11K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held Broadwind as of Q2 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2022, filed 15 Aug 2022.