OHWP
BAND

Oak Harbor Wealth Partners’s Bandwidth Inc BAND Stock Holding History

Oak Harbor Wealth Partners’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,500
Closed -$192K – 219
2024
Q1 		$192K Sell
10,500
-5,000
-32% -$78.7K 0.06% 171
2023
Q4 		$224K Buy
+15,500
New +$181K 0.08% 157

Other funds holding BAND

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Vanguard Group
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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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Harbor Wealth Partners's BAND Position: Q2 2024 in Review

Oak Harbor Wealth Partners sold out of Bandwidth Inc (BAND) in Q2 2024, closing a stake of 10,500 shares — an estimated $192K sold.

Oak Harbor Wealth Partners first reported a position in BAND in Q4 2023 and held it in 2 quarters. The position peaked at $224K in Q4 2023. 158 funds tracked by Wall St. Rank hold BAND as of Q2 2024.

  • Oak Harbor Wealth Partners reported no remaining Bandwidth Inc position as of Q2 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 10,500 Bandwidth Inc shares in Q2 2024, an estimated $192K.
  • Oak Harbor Wealth Partners first reported a position in Bandwidth Inc in Q4 2023 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's Bandwidth Inc position peaked at $224K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Bandwidth Inc as of Q2 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.