Kelly Financial Services’s Broadwind BWEN Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-25	Closed	-$82	–	201
2024 Q2	$82	Hold	25	–	–	﹤0.01%	757
2024 Q1	$60	Hold	25	–	–	﹤0.01%	779
2023 Q4	$69	Hold	25	–	–	﹤0.01%	758
2023 Q3	$80	Hold	25	–	–	﹤0.01%	740
2023 Q2	$96	Hold	25	–	–	﹤0.01%	701
2023 Q1	$96	Hold	25	–	–	﹤0.01%	676
2022 Q4	$45	Hold	25	–	–	﹤0.01%	670
2022 Q3	$76	Hold	25	–	–	﹤0.01%	676
2022 Q2	$41	Hold	25	–	–	﹤0.01%	676
2022 Q1	$54	Hold	25	–	–	﹤0.01%	664
2021 Q4	$47	Hold	25	–	–	﹤0.01%	675
2021 Q3	$65	Sell	25 -88	-78%	-$309	﹤0.01%	642
2021 Q2	$25K	Buy	113 +88	+352%	+$433	﹤0.01%	530
2021 Q1	$165	Hold	25	–	–	﹤0.01%	618
2020 Q4	$198	Hold	25	–	–	﹤0.01%	571
2020 Q3	$72	Hold	25	–	–	﹤0.01%	570
2020 Q2	$94	Hold	25	–	–	﹤0.01%	584
2020 Q1	$35	Hold	25	–	–	﹤0.01%	571
2019 Q4	$42	Hold	25	–	–	﹤0.01%	555
2019 Q3	$42	Hold	25	–	–	﹤0.01%	543
2019 Q2	$56	Hold	25	–	–	﹤0.01%	491
2019 Q1	$42	Buy	+25	New	+$39	﹤0.01%	490

Other funds holding BWEN

Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return