Whittier Trust’s Bandwidth Inc BAND Stock Holding History

Whittier Trust’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
2023 Q4	–	Sell	-340	Closed	-$3.83K	–	1525
2023 Q3	$3.83K	Hold	340	–	–	﹤0.01%	1410
2023 Q2	$4.65K	Hold	340	–	–	﹤0.01%	1376
2023 Q1	$5.17K	Hold	340	–	–	﹤0.01%	1389
2022 Q4	$7.8K	Hold	340	–	–	﹤0.01%	1336
2022 Q3	$4K	Hold	340	–	–	﹤0.01%	1468
2022 Q2	$6K	Sell	340 -15	-4%	-$347	﹤0.01%	1392
2022 Q1	$11K	Buy	355 +15	+4%	+$718	﹤0.01%	1315
2021 Q4	$24K	Hold	340	–	–	﹤0.01%	1136
2021 Q3	$31K	Hold	340	–	–	﹤0.01%	1030
2021 Q2	$47K	Hold	340	–	–	﹤0.01%	969
2021 Q1	$43K	Hold	340	–	–	﹤0.01%	965
2020 Q4	$52K	Hold	340	–	–	﹤0.01%	845
2020 Q3	$59K	Hold	340	–	–	﹤0.01%	799
2020 Q2	$43K	Buy	+340	New	+$34.3K	﹤0.01%	819

Other funds holding BAND

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Whittier Trust's BAND Position: Q4 2023 in Review

Whittier Trust sold out of Bandwidth Inc (BAND) in Q4 2023, closing a stake of 340 shares — an estimated $3.83K sold.

Whittier Trust first reported a position in BAND in Q2 2020 and held it in 14 quarters. The position peaked at $59K in Q3 2020. 144 funds tracked by Wall St. Rank hold BAND as of Q4 2023.

Whittier Trust reported no remaining Bandwidth Inc position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 340 Bandwidth Inc shares in Q4 2023, an estimated $3.83K.
Whittier Trust first reported a position in Bandwidth Inc in Q2 2020 and held it in 14 quarters.
Whittier Trust's Bandwidth Inc position peaked at $59K in Q3 2020.
144 funds tracked by Wall St. Rank held Bandwidth Inc as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.