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Steve Schonfeld’s Broadwind BWEN Stock Holding History

Steve Schonfeld’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
2024
Q3 		– Sell
-10,900
Closed -$35.8K – 2067
2024
Q2 		$35.8K Sell
10,900
-25,500
-70% -$76.2K ﹤0.01% 1968
2024
Q1 		$86.6K Sell
36,400
-12,300
-25% -$30.2K ﹤0.01% 1863
2023
Q4 		$135K Sell
48,700
-100
-0.2% -$264 ﹤0.01% 1586
2023
Q3 		$156K Sell
48,800
-5,300
-10% -$20.2K ﹤0.01% 1455
2023
Q2 		$207K Sell
54,100
-4,100
-7% -$17.1K ﹤0.01% 1550
2023
Q1 		$223K Buy
+58,200
New +$248K ﹤0.01% 1497

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Steve Schonfeld's BWEN Position: Q3 2024 in Review

Steve Schonfeld sold out of Broadwind (BWEN) in Q3 2024, closing a stake of 10,900 shares — an estimated $35.8K sold.

Steve Schonfeld first reported a position in BWEN in Q1 2023 and held it in 6 quarters. The position peaked at $223K in Q1 2023. 43 funds tracked by Wall St. Rank hold BWEN as of Q3 2024.

  • Steve Schonfeld reported no remaining Broadwind position as of Q3 2024 after selling out during the quarter.
  • Steve Schonfeld sold 10,900 Broadwind shares in Q3 2024, an estimated $35.8K.
  • Steve Schonfeld first reported a position in Broadwind in Q1 2023 and held it in 6 quarters.
  • Steve Schonfeld's Broadwind position peaked at $223K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Broadwind as of Q3 2024.

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