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MassMutual Private Wealth & Trust’s Bridgewater Bancshares BWB Stock Holding History

MassMutual Private Wealth & Trust’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
2024
Q2 		– Sell
-74
Closed -$861 – 2144
2024
Q1 		$861 Buy
+74
New +$902 ﹤0.01% 1743

Other funds holding BWB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

MassMutual Private Wealth & Trust's BWB Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Bridgewater Bancshares (BWB) in Q2 2024, closing a stake of 74 shares — an estimated $861 sold.

MassMutual Private Wealth & Trust first reported a position in BWB in Q1 2024 and held it in 1 quarter. The position peaked at $861 in Q1 2024. 89 funds tracked by Wall St. Rank hold BWB as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining Bridgewater Bancshares position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 74 Bridgewater Bancshares shares in Q2 2024, an estimated $861.
  • MassMutual Private Wealth & Trust first reported a position in Bridgewater Bancshares in Q1 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Bridgewater Bancshares position peaked at $861 in Q1 2024.
  • 89 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.