Ken Fisher’s Bankwell Financial Group BWFG Stock Holding History

Ken Fisher’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
2023 Q4	–	Sell	-197	Closed	-$4.78K	–	1003
2023 Q3	$4.78K	Buy	+197	New	+$5.12K	﹤0.01%	1118

Other funds holding BWFG

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Ken Fisher's BWFG Position: Q4 2023 in Review

Ken Fisher sold out of Bankwell Financial Group (BWFG) in Q4 2023, closing a stake of 197 shares — an estimated $4.78K sold.

Ken Fisher first reported a position in BWFG in Q3 2023 and held it in 1 quarter. The position peaked at $4.78K in Q3 2023. 71 funds tracked by Wall St. Rank hold BWFG as of Q4 2023.

Ken Fisher reported no remaining Bankwell Financial Group position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 197 Bankwell Financial Group shares in Q4 2023, an estimated $4.78K.
Ken Fisher first reported a position in Bankwell Financial Group in Q3 2023 and held it in 1 quarter.
Ken Fisher's Bankwell Financial Group position peaked at $4.78K in Q3 2023.
71 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.