Lazard Asset Management
BWFG icon

Lazard Asset Management’s Bankwell Financial Group BWFG Stock Holding History

Lazard Asset Management’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
Q3 		– Sell
-1,052
Closed -$25K – 2281
2023
Q2 		$25K Sell
1,052
-1,290
-55% -$30.6K ﹤0.01% 2056
2023
Q1 		$58K Buy
2,342
+106
+5% +$3.06K ﹤0.01% 1745
2022
Q4 		$65K Buy
2,236
+97
+5% +$2.89K ﹤0.01% 1688
2022
Q3 		$62K Buy
2,139
+1,603
+299% +$51K ﹤0.01% 1699
2022
Q2 		$16K Hold
536
– – ﹤0.01% 2158
2022
Q1 		$18K Buy
+536
New +$18.2K ﹤0.01% 2083

Other funds holding BWFG

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Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lazard Asset Management's BWFG Position: Q3 2023 in Review

Lazard Asset Management sold out of Bankwell Financial Group (BWFG) in Q3 2023, closing a stake of 1,052 shares — an estimated $25K sold.

Lazard Asset Management first reported a position in BWFG in Q1 2022 and held it in 6 quarters. The position peaked at $65K in Q4 2022. 66 funds tracked by Wall St. Rank hold BWFG as of Q3 2023.

  • Lazard Asset Management reported no remaining Bankwell Financial Group position as of Q3 2023 after selling out during the quarter.
  • Lazard Asset Management sold 1,052 Bankwell Financial Group shares in Q3 2023, an estimated $25K.
  • Lazard Asset Management first reported a position in Bankwell Financial Group in Q1 2022 and held it in 6 quarters.
  • Lazard Asset Management's Bankwell Financial Group position peaked at $65K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2023.

Based on Lazard Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.