ZIM
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Zacks Investment Management’s Bridgewater Bancshares BWB Stock Holding History

Zacks Investment Management’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
2024
Q2 		– Sell
-49,626
Closed -$578K – 649
2024
Q1 		$578K Buy
+49,626
New +$605K 0.01% 457

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Zacks Investment Management's BWB Position: Q2 2024 in Review

Zacks Investment Management sold out of Bridgewater Bancshares (BWB) in Q2 2024, closing a stake of 49,626 shares — an estimated $578K sold.

Zacks Investment Management first reported a position in BWB in Q1 2024 and held it in 1 quarter. The position peaked at $578K in Q1 2024. 89 funds tracked by Wall St. Rank hold BWB as of Q2 2024.

  • Zacks Investment Management reported no remaining Bridgewater Bancshares position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 49,626 Bridgewater Bancshares shares in Q2 2024, an estimated $578K.
  • Zacks Investment Management first reported a position in Bridgewater Bancshares in Q1 2024 and held it in 1 quarter.
  • Zacks Investment Management's Bridgewater Bancshares position peaked at $578K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.