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Steward Partners Investment Advisory’s Broadwind BWEN Stock Holding History

Steward Partners Investment Advisory’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
2021
Q3 		– Sell
-1,000
Closed -$5K – 3186
2021
Q2 		$5K Hold
1,000
– – ﹤0.01% 6520
2021
Q1 		$6.6K Sell
1,000
-2,100
-68% -$16.9K ﹤0.01% 2937
2020
Q4 		$25K Buy
+3,100
New +$13.4K ﹤0.01% 1974

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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Steward Partners Investment Advisory's BWEN Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Broadwind (BWEN) in Q3 2021, closing a stake of 1,000 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in BWEN in Q4 2020 and held it in 3 quarters. The position peaked at $25K in Q4 2020. 45 funds tracked by Wall St. Rank hold BWEN as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Broadwind position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Broadwind shares in Q3 2021, an estimated $5K.
  • Steward Partners Investment Advisory first reported a position in Broadwind in Q4 2020 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Broadwind position peaked at $25K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Broadwind as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.