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Wealthcare Advisory Partners’s Bridgewater Bancshares BWB Stock Holding History

Wealthcare Advisory Partners’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,750
Closed -$28K – 728
2021
Q1 		$28K Buy
+1,750
New +$25.8K ﹤0.01% 1079

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NCGI
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PAIM
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Renaissance Technologies
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State Street
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Geode Capital Management
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TWM
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Wealthcare Advisory Partners's BWB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Bridgewater Bancshares (BWB) in Q2 2021, closing a stake of 1,750 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in BWB in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 94 funds tracked by Wall St. Rank hold BWB as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Bridgewater Bancshares position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,750 Bridgewater Bancshares shares in Q2 2021, an estimated $28K.
  • Wealthcare Advisory Partners first reported a position in Bridgewater Bancshares in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Bridgewater Bancshares position peaked at $28K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.