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Washington Trust’s Bankwell Financial Group BWFG Stock Holding History

Washington Trust’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
2021
Q4 		– Sell
-200
Closed -$6K – 949
2021
Q3 		$6K Hold
200
– – ﹤0.01% 831
2021
Q2 		$6K Hold
200
– – ﹤0.01% 839
2021
Q1 		$5K Hold
200
– – ﹤0.01% 819
2020
Q4 		$4K Hold
200
– – ﹤0.01% 811
2020
Q3 		$3K Buy
+200
New +$3.09K ﹤0.01% 833

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Vanguard Group
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Washington Trust's BWFG Position: Q4 2021 in Review

Washington Trust sold out of Bankwell Financial Group (BWFG) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

Washington Trust first reported a position in BWFG in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q3 2021. 50 funds tracked by Wall St. Rank hold BWFG as of Q4 2021.

  • Washington Trust reported no remaining Bankwell Financial Group position as of Q4 2021 after selling out during the quarter.
  • Washington Trust sold 200 Bankwell Financial Group shares in Q4 2021, an estimated $6K.
  • Washington Trust first reported a position in Bankwell Financial Group in Q3 2020 and held it in 5 quarters.
  • Washington Trust's Bankwell Financial Group position peaked at $6K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.