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Newbridge Financial Services Group’s Western New England Bancorp WNEB Stock Holding History

Newbridge Financial Services Group’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-700
Closed -$5.75K – 1449
2023
Q1 		$5.75K Buy
+700
New +$6.63K ﹤0.01% 1034

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RA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Newbridge Financial Services Group's WNEB Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Western New England Bancorp (WNEB) in Q2 2023, closing a stake of 700 shares — an estimated $5.75K sold.

Newbridge Financial Services Group first reported a position in WNEB in Q1 2023 and held it in 1 quarter. The position peaked at $5.75K in Q1 2023. 66 funds tracked by Wall St. Rank hold WNEB as of Q2 2023.

  • Newbridge Financial Services Group reported no remaining Western New England Bancorp position as of Q2 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 700 Western New England Bancorp shares in Q2 2023, an estimated $5.75K.
  • Newbridge Financial Services Group first reported a position in Western New England Bancorp in Q1 2023 and held it in 1 quarter.
  • Newbridge Financial Services Group's Western New England Bancorp position peaked at $5.75K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Western New England Bancorp as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.