Bankwell Financial shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Bankwell Financial (BWFG) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Bankwell Financial
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All positions including Bankwell Financial held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bankwell Financial by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $804k | 26k | 31.15 |
| 2024-09-30 | $840k | 28k | 29.95 |
| 2024-06-30 | $765k | 30k | 25.37 |
| 2024-03-31 | $853k | 33k | 25.94 |
| 2023-12-31 | $1.1M | 36k | 30.18 |
| 2023-09-30 | $1.1M | 47k | 24.27 |
| 2023-06-30 | $1.1M | 47k | 24.38 |
| 2023-03-31 | $1.2M | 48k | 24.86 |
| 2022-12-31 | $1.5M | 51k | 29.43 |
| 2022-09-30 | $1.5M | 52k | 29.11 |
| 2022-06-30 | $1.9M | 60k | 31.05 |
| 2022-03-31 | $2.4M | 70k | 33.82 |
| 2021-12-31 | $2.5M | 76k | 32.84 |
| 2021-09-30 | $2.5M | 87k | 29.17 |
| 2021-06-30 | $2.4M | 87k | 27.64 |
| 2021-03-31 | $2.4M | 88k | 26.95 |
| 2020-12-31 | $1.8M | 90k | 19.55 |
| 2020-09-30 | $1.3M | 2.8k | 462.46 |
| 2020-06-30 | $1.4M | 90k | 15.90 |
| 2020-03-31 | $1.4M | 90k | 15.26 |
| 2019-12-31 | $2.6M | 90k | 28.84 |
| 2019-06-30 | $2.6M | 92k | 28.70 |
| 2019-03-31 | $2.6M | 88k | 29.18 |
| 2018-12-31 | $2.5M | 88k | 28.71 |
| 2018-09-30 | $1.0M | 33k | 31.36 |