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Realta Investment Advisors’s Broadwind BWEN Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-800
Closed -$1K – 441
2019
Q4 		$1K Hold
800
– – ﹤0.01% 1524
2019
Q3 		$1K Hold
800
– – ﹤0.01% 1539
2019
Q2 		$2K Buy
800
+200
+33% +$381 ﹤0.01% 1541
2019
Q1 		$1K Buy
+600
New +$933 ﹤0.01% 1261

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Realta Investment Advisors's BWEN Position: Q1 2020 in Review

Realta Investment Advisors sold out of Broadwind (BWEN) in Q1 2020, closing a stake of 800 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in BWEN in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2019. 35 funds tracked by Wall St. Rank hold BWEN as of Q1 2020.

  • Realta Investment Advisors reported no remaining Broadwind position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 800 Broadwind shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in Broadwind in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Broadwind position peaked at $2K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held Broadwind as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.