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Tucker Asset Management’s Broadwind BWEN Stock Holding History

Tucker Asset 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
2023
Q4 		– Sell
-12,684
Closed -$40.6K – 1482
2023
Q3 		$40.6K Sell
12,684
-12,476
-50% -$47.4K 0.01% 372
2023
Q2 		$96.1K Buy
+25,160
New +$105K 0.03% 180

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Vanguard Group
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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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Tucker Asset Management's BWEN Position: Q4 2023 in Review

Tucker Asset Management sold out of Broadwind (BWEN) in Q4 2023, closing a stake of 12,684 shares — an estimated $40.6K sold.

Tucker Asset Management first reported a position in BWEN in Q2 2023 and held it in 2 quarters. The position peaked at $96.1K in Q2 2023. 51 funds tracked by Wall St. Rank hold BWEN as of Q4 2023.

  • Tucker Asset Management reported no remaining Broadwind position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 12,684 Broadwind shares in Q4 2023, an estimated $40.6K.
  • Tucker Asset Management first reported a position in Broadwind in Q2 2023 and held it in 2 quarters.
  • Tucker Asset Management's Broadwind position peaked at $96.1K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Broadwind as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.