Acorn Financial Advisory Services’s Bowman Consulting BWMN Stock Holding History

Acorn Financial Advisory Services’s Portfolio BWMN Stock Details BWMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,027	Closed	-$217K	–	207
2024 Q3	$217K	Buy	+9,027	New	+$250K	0.04%	191
2023 Q2	–	Sell	-9,369	Closed	-$269K	–	245
2023 Q1	$269K	Sell	9,369 -5,000	-35%	-$131K	0.05%	186
2022 Q4	$314K	Sell	14,369 -631	-4%	-$11K	0.07%	166
2022 Q3	$219K	Sell	15,000 -3,799	-20%	-$55K	0.05%	194
2022 Q2	$232K	Buy	+18,799	New	+$289K	0.06%	192

Other funds holding BWMN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Acorn Financial Advisory Services's BWMN Position: Q4 2024 in Review

Acorn Financial Advisory Services sold out of Bowman Consulting (BWMN) in Q4 2024, closing a stake of 9,027 shares — an estimated $217K sold.

Acorn Financial Advisory Services first reported a position in BWMN in Q2 2022 and held it in 5 quarters. The position peaked at $314K in Q4 2022. 91 funds tracked by Wall St. Rank hold BWMN as of Q4 2024.

Acorn Financial Advisory Services reported no remaining Bowman Consulting position as of Q4 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 9,027 Bowman Consulting shares in Q4 2024, an estimated $217K.
Acorn Financial Advisory Services first reported a position in Bowman Consulting in Q2 2022 and held it in 5 quarters.
Acorn Financial Advisory Services's Bowman Consulting position peaked at $314K in Q4 2022.
91 funds tracked by Wall St. Rank held Bowman Consulting as of Q4 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.