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Tri-Star Advisors’s Broadwind BWEN Stock Holding History

Tri-Star 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
2023
Q1 		– Sell
-14,923
Closed -$80.3K – 37
2022
Q4 		$80.3K Hold
14,923
– – 0.04% 39
2022
Q3 		$37K Hold
14,923
– – 0.02% 55
2022
Q2 		$24K Buy
+14,923
New +$26.7K 0.01% 55

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 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 $1.92B AUM 31.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Tri-Star Advisors's BWEN Position: Q1 2023 in Review

Tri-Star Advisors sold out of Broadwind (BWEN) in Q1 2023, closing a stake of 14,923 shares — an estimated $80.3K sold.

Tri-Star Advisors first reported a position in BWEN in Q2 2022 and held it in 3 quarters. The position peaked at $80.3K in Q4 2022. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2023.

  • Tri-Star Advisors reported no remaining Broadwind position as of Q1 2023 after selling out during the quarter.
  • Tri-Star Advisors sold 14,923 Broadwind shares in Q1 2023, an estimated $80.3K.
  • Tri-Star Advisors first reported a position in Broadwind in Q2 2022 and held it in 3 quarters.
  • Tri-Star Advisors's Broadwind position peaked at $80.3K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q1 2023.

Based on Tri-Star Advisors's 13F filing for Q1 2023, filed 5 May 2023.