Washington Trust Advisors’s Bankwell Financial Group BWFG Stock Holding History

Washington Trust Advisors’s Portfolio BWFG Stock Details BWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$4.85K	–	668
2023 Q3	$4.85K	Hold	200	–	–	﹤0.01%	556
2023 Q2	$4.88K	Hold	200	–	–	﹤0.01%	549
2023 Q1	$4.97K	Hold	200	–	–	﹤0.01%	606
2022 Q4	$5.89K	Hold	200	–	–	﹤0.01%	576
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	673
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	706
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	757
2021 Q4	$7K	Buy	+200	New	+$6.18K	﹤0.01%	782

Other funds holding BWFG

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Washington Trust Advisors's BWFG Position: Q4 2023 in Review

Washington Trust Advisors sold out of Bankwell Financial Group (BWFG) in Q4 2023, closing a stake of 200 shares — an estimated $4.85K sold.

Washington Trust Advisors first reported a position in BWFG in Q4 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 71 funds tracked by Wall St. Rank hold BWFG as of Q4 2023.

Washington Trust Advisors reported no remaining Bankwell Financial Group position as of Q4 2023 after selling out during the quarter.
Washington Trust Advisors sold 200 Bankwell Financial Group shares in Q4 2023, an estimated $4.85K.
Washington Trust Advisors first reported a position in Bankwell Financial Group in Q4 2021 and held it in 8 quarters.
Washington Trust Advisors's Bankwell Financial Group position peaked at $7K in Q1 2022.
71 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.