RFA
BAND

Resurgent Financial Advisors’s Bandwidth Inc BAND Stock Holding History

Resurgent Financial Advisors’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
Q3 		– Sell
-10,081
Closed -$170K – 183
2024
Q2 		$170K Sell
10,081
-1,759
-15% -$33.2K 0.11% 171
2024
Q1 		$216K Buy
11,840
+520
+5% +$8.19K 0.12% 173
2023
Q4 		$164K Sell
11,320
-1,200
-10% -$14K 0.1% 186
2023
Q3 		$141K Buy
12,520
+3,200
+34% +$43.6K 0.1% 187
2023
Q2 		$127K Buy
9,320
+270
+3% +$3.41K 0.08% 201
2023
Q1 		$138K Buy
9,050
+6,000
+197% +$121K 0.09% 193
2022
Q4 		$70K Buy
+3,050
New +$55.5K 0.04% 369

Other funds holding BAND

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Resurgent Financial Advisors's BAND Position: Q3 2024 in Review

Resurgent Financial Advisors sold out of Bandwidth Inc (BAND) in Q3 2024, closing a stake of 10,081 shares — an estimated $170K sold.

Resurgent Financial Advisors first reported a position in BAND in Q4 2022 and held it in 7 quarters. The position peaked at $216K in Q1 2024. 148 funds tracked by Wall St. Rank hold BAND as of Q3 2024.

  • Resurgent Financial Advisors reported no remaining Bandwidth Inc position as of Q3 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 10,081 Bandwidth Inc shares in Q3 2024, an estimated $170K.
  • Resurgent Financial Advisors first reported a position in Bandwidth Inc in Q4 2022 and held it in 7 quarters.
  • Resurgent Financial Advisors's Bandwidth Inc position peaked at $216K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2024.

Based on Resurgent Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.