TWM
BWEN icon

TSA Wealth Management’s Broadwind BWEN Stock Holding History

TSA Wealth Management’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
Q2 		– Sell
-14,923
Closed -$35.5K – 66
2024
Q1 		$35.5K Hold
14,923
– – 0.02% 58
2023
Q4 		$41.3K Buy
+14,923
New +$39.4K 0.02% 54

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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

TSA Wealth Management's BWEN Position: Q2 2024 in Review

TSA Wealth Management sold out of Broadwind (BWEN) in Q2 2024, closing a stake of 14,923 shares — an estimated $35.5K sold.

TSA Wealth Management first reported a position in BWEN in Q4 2023 and held it in 2 quarters. The position peaked at $41.3K in Q4 2023. 52 funds tracked by Wall St. Rank hold BWEN as of Q2 2024.

  • TSA Wealth Management reported no remaining Broadwind position as of Q2 2024 after selling out during the quarter.
  • TSA Wealth Management sold 14,923 Broadwind shares in Q2 2024, an estimated $35.5K.
  • TSA Wealth Management first reported a position in Broadwind in Q4 2023 and held it in 2 quarters.
  • TSA Wealth Management's Broadwind position peaked at $41.3K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Broadwind as of Q2 2024.

Based on TSA Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.