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Raymond James Financial Services Advisors’s Broadwind BWEN Stock Holding History

Raymond James Financial Services Advisors’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-34,848
Closed -$62.4K – 3274
2022
Q4 		$62.4K Sell
34,848
-10,360
-23% -$19.5K ﹤0.01% 3065
2022
Q3 		$137K Buy
+45,208
New +$115K ﹤0.01% 2947

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Raymond James Financial Services Advisors's BWEN Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Broadwind (BWEN) in Q1 2023, closing a stake of 34,848 shares — an estimated $62.4K sold.

Raymond James Financial Services Advisors first reported a position in BWEN in Q3 2022 and held it in 2 quarters. The position peaked at $137K in Q3 2022. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2023.

  • Raymond James Financial Services Advisors reported no remaining Broadwind position as of Q1 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 34,848 Broadwind shares in Q1 2023, an estimated $62.4K.
  • Raymond James Financial Services Advisors first reported a position in Broadwind in Q3 2022 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's Broadwind position peaked at $137K in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.