VA
BAND

Valmark Advisers’s Bandwidth Inc BAND Stock Holding History

Valmark Advisers’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-28,667
Closed -$2.06M – 425
2021
Q4 		$2.06M Buy
28,667
+1,320
+5% +$103K 0.04% 119
2021
Q3 		$2.47M Buy
27,347
+517
+2% +$59.7K 0.05% 101
2021
Q2 		$3.7M Buy
26,830
+2,244
+9% +$282K 0.07% 78
2021
Q1 		$3.12M Buy
24,586
+3,099
+14% +$480K 0.06% 82
2020
Q4 		$3.3M Buy
21,487
+3,338
+18% +$550K 0.07% 70
2020
Q3 		$3.17M Buy
18,149
+5,236
+41% +$775K 0.07% 66
2020
Q2 		$1.64M Buy
+12,913
New +$1.3M 0.04% 86

Other funds holding BAND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Valmark Advisers's BAND Position: Q1 2022 in Review

Valmark Advisers sold out of Bandwidth Inc (BAND) in Q1 2022, closing a stake of 28,667 shares — an estimated $2.06M sold.

Valmark Advisers first reported a position in BAND in Q2 2020 and held it in 7 quarters. The position peaked at $3.7M in Q2 2021. 171 funds tracked by Wall St. Rank hold BAND as of Q1 2022.

  • Valmark Advisers reported no remaining Bandwidth Inc position as of Q1 2022 after selling out during the quarter.
  • Valmark Advisers sold 28,667 Bandwidth Inc shares in Q1 2022, an estimated $2.06M.
  • Valmark Advisers first reported a position in Bandwidth Inc in Q2 2020 and held it in 7 quarters.
  • Valmark Advisers's Bandwidth Inc position peaked at $3.7M in Q2 2021.
  • 171 funds tracked by Wall St. Rank held Bandwidth Inc as of Q1 2022.

Based on Valmark Advisers's 13F filing for Q1 2022, filed 10 May 2022.