NFSG
BWG

Newbridge Financial Services Group’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Newbridge Financial Services Group’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-70
Closed -$1K – 1409
2021
Q2 		$1K Buy
+70
New +$869 ﹤0.01% 1335

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Newbridge Financial Services Group's BWG Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2021, closing a stake of 70 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in BWG in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 39 funds tracked by Wall St. Rank hold BWG as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 70 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2021, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $1K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.