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NewEdge Advisors’s Bankwell Financial Group BWFG Stock Holding History

NewEdge Advisors’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
2024
Q4 		– Sell
-148
Closed -$4.44K – 3916
2024
Q3 		$4.44K Buy
+148
New +$4.05K ﹤0.01% 3190

Other funds holding BWFG

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

NewEdge Advisors's BWFG Position: Q4 2024 in Review

NewEdge Advisors sold out of Bankwell Financial Group (BWFG) in Q4 2024, closing a stake of 148 shares — an estimated $4.44K sold.

NewEdge Advisors first reported a position in BWFG in Q3 2024 and held it in 1 quarter. The position peaked at $4.44K in Q3 2024. 70 funds tracked by Wall St. Rank hold BWFG as of Q4 2024.

  • NewEdge Advisors reported no remaining Bankwell Financial Group position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 148 Bankwell Financial Group shares in Q4 2024, an estimated $4.44K.
  • NewEdge Advisors first reported a position in Bankwell Financial Group in Q3 2024 and held it in 1 quarter.
  • NewEdge Advisors's Bankwell Financial Group position peaked at $4.44K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.