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Laidlaw Wealth Management’s Broadwind BWEN Stock Holding History

Laidlaw Wealth Management’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
Q4 		– Sell
-10,600
Closed -$24.1K – 185
2024
Q3 		$24.1K Hold
10,600
– – 0.01% 175
2024
Q2 		$34.8K Hold
10,600
– – 0.02% 170
2024
Q1 		$25.2K Hold
10,600
– – 0.01% 172
2023
Q4 		$29.4K Sell
10,600
-200
-2% -$528 0.01% 235
2023
Q3 		$34.6K Hold
10,800
– – 0.01% 265
2023
Q2 		$41.3K Hold
10,800
– – 0.01% 347
2023
Q1 		$41.5K Sell
10,800
-355
-3% -$1.51K 0.01% 356
2022
Q4 		$20K Buy
+11,155
New +$21K ﹤0.01% 363

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Laidlaw Wealth Management's BWEN Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of Broadwind (BWEN) in Q4 2024, closing a stake of 10,600 shares — an estimated $24.1K sold.

Laidlaw Wealth Management first reported a position in BWEN in Q4 2022 and held it in 8 quarters. The position peaked at $41.5K in Q1 2023. 41 funds tracked by Wall St. Rank hold BWEN as of Q4 2024.

  • Laidlaw Wealth Management reported no remaining Broadwind position as of Q4 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,600 Broadwind shares in Q4 2024, an estimated $24.1K.
  • Laidlaw Wealth Management first reported a position in Broadwind in Q4 2022 and held it in 8 quarters.
  • Laidlaw Wealth Management's Broadwind position peaked at $41.5K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Broadwind as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.