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Lindbrook Capital’s Bridgewater Bancshares BWB Stock Holding History

Lindbrook Capital’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-112
Closed -$1.21K – 2737
2023
Q1 		$1.21K Buy
+112
New +$1.65K ﹤0.01% 2411
2021
Q2 		– Sell
-40
Closed -$1K – 1918
2021
Q1 		$1K Buy
+40
New +$591 ﹤0.01% 1677

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lindbrook Capital's BWB Position: Q2 2023 in Review

Lindbrook Capital sold out of Bridgewater Bancshares (BWB) in Q2 2023, closing a stake of 112 shares — an estimated $1.21K sold.

Lindbrook Capital first reported a position in BWB in Q1 2021 and held it in 2 quarters. The position peaked at $1.21K in Q1 2023. 93 funds tracked by Wall St. Rank hold BWB as of Q2 2023.

  • Lindbrook Capital reported no remaining Bridgewater Bancshares position as of Q2 2023 after selling out during the quarter.
  • Lindbrook Capital sold 112 Bridgewater Bancshares shares in Q2 2023, an estimated $1.21K.
  • Lindbrook Capital first reported a position in Bridgewater Bancshares in Q1 2021 and held it in 2 quarters.
  • Lindbrook Capital's Bridgewater Bancshares position peaked at $1.21K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.