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Raymond James Financial Services Advisors’s Bankwell Financial Group BWFG Stock Holding History

Raymond James Financial Services 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
2023
Q1 		– Sell
-7,665
Closed -$226K – 3275
2022
Q4 		$226K Hold
7,665
– – ﹤0.01% 2789
2022
Q3 		$223K Buy
7,665
+385
+5% +$12.2K ﹤0.01% 2779
2022
Q2 		$226K Buy
+7,280
New +$245K ﹤0.01% 2800

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LSV Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
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Acadian Asset Management
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Northern Trust
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Raymond James Financial Services Advisors's BWFG Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Bankwell Financial Group (BWFG) in Q1 2023, closing a stake of 7,665 shares — an estimated $226K sold.

Raymond James Financial Services Advisors first reported a position in BWFG in Q2 2022 and held it in 3 quarters. The position peaked at $226K in Q2 2022. 66 funds tracked by Wall St. Rank hold BWFG as of Q1 2023.

  • Raymond James Financial Services Advisors reported no remaining Bankwell Financial Group position as of Q1 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 7,665 Bankwell Financial Group shares in Q1 2023, an estimated $226K.
  • Raymond James Financial Services Advisors first reported a position in Bankwell Financial Group in Q2 2022 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's Bankwell Financial Group position peaked at $226K in Q2 2022.
  • 66 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2023.

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