TCI Wealth Advisors’s Bridgewater Bancshares BWB Stock Holding History

TCI Wealth Advisors’s Portfolio BWB Stock Details BWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-695	Closed	-$12.3K	–	2537
2022 Q4	$12.3K	Hold	695	–	–	﹤0.01%	932
2022 Q3	$11K	Hold	695	–	–	﹤0.01%	952
2022 Q2	$11K	Hold	695	–	–	﹤0.01%	935
2022 Q1	$12K	Hold	695	–	–	﹤0.01%	963
2021 Q4	$12K	Hold	695	–	–	﹤0.01%	1019
2021 Q3	$12K	Hold	695	–	–	﹤0.01%	960
2021 Q2	$11K	Hold	695	–	–	﹤0.01%	890
2021 Q1	$11K	Buy	+695	New	+$10.3K	﹤0.01%	799

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's BWB Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Bridgewater Bancshares (BWB) in Q1 2023, closing a stake of 695 shares — an estimated $12.3K sold.

TCI Wealth Advisors first reported a position in BWB in Q1 2021 and held it in 8 quarters. The position peaked at $12.3K in Q4 2022. 100 funds tracked by Wall St. Rank hold BWB as of Q1 2023.

TCI Wealth Advisors reported no remaining Bridgewater Bancshares position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 695 Bridgewater Bancshares shares in Q1 2023, an estimated $12.3K.
TCI Wealth Advisors first reported a position in Bridgewater Bancshares in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Bridgewater Bancshares position peaked at $12.3K in Q4 2022.
100 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.