JF
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Jump Financial’s Broadwind BWEN Stock Holding History

Jump Financial’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
2023
Q4 		– Sell
-17,900
Closed -$57.3K – 1822
2023
Q3 		$57.3K Sell
17,900
-5,000
-22% -$19K ﹤0.01% 1738
2023
Q2 		$87.5K Buy
22,900
+12,900
+129% +$53.9K ﹤0.01% 1674
2023
Q1 		$38.4K Buy
+10,000
New +$42.6K ﹤0.01% 1502
2021
Q4 		– Sell
-17,724
Closed -$46K – 1398
2021
Q3 		$46K Buy
+17,724
New +$62.2K ﹤0.01% 1030

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
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jump Financial's BWEN Position: Q4 2023 in Review

Jump Financial sold out of Broadwind (BWEN) in Q4 2023, closing a stake of 17,900 shares — an estimated $57.3K sold.

Jump Financial first reported a position in BWEN in Q3 2021 and held it in 4 quarters. The position peaked at $87.5K in Q2 2023. 51 funds tracked by Wall St. Rank hold BWEN as of Q4 2023.

  • Jump Financial reported no remaining Broadwind position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 17,900 Broadwind shares in Q4 2023, an estimated $57.3K.
  • Jump Financial first reported a position in Broadwind in Q3 2021 and held it in 4 quarters.
  • Jump Financial's Broadwind position peaked at $87.5K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Broadwind as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.