Ameritas Advisory Services’s Bowman Consulting BWMN Stock Holding History

Ameritas 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
2023 Q4	–	Sell	-25,000	Closed	-$693K	–	698
2023 Q3	$693K	Sell	25,000 -19,162	-43%	-$584K	0.03%	426
2023 Q2	$1.38M	Sell	44,162 -5,000	-10%	-$146K	0.18%	133
2023 Q1	$1.41M	Hold	49,162	–	–	0.07%	254
2022 Q4	$1.07M	Hold	49,162	–	–	0.05%	332
2022 Q3	$718K	Hold	49,162	–	–	0.04%	357
2022 Q2	$607K	Hold	49,162	–	–	0.04%	407
2022 Q1	$808K	Hold	49,162	–	–	0.03%	378
2021 Q4	$1.04M	Buy	+49,162	New	+$841K	0.04%	325

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

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAMP

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

PRCP

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

Ameritas Advisory Services's BWMN Position: Q4 2023 in Review

Ameritas Advisory Services sold out of Bowman Consulting (BWMN) in Q4 2023, closing a stake of 25,000 shares — an estimated $693K sold.

Ameritas Advisory Services first reported a position in BWMN in Q4 2021 and held it in 8 quarters. The position peaked at $1.41M in Q1 2023. 78 funds tracked by Wall St. Rank hold BWMN as of Q4 2023.

Ameritas Advisory Services reported no remaining Bowman Consulting position as of Q4 2023 after selling out during the quarter.
Ameritas Advisory Services sold 25,000 Bowman Consulting shares in Q4 2023, an estimated $693K.
Ameritas Advisory Services first reported a position in Bowman Consulting in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's Bowman Consulting position peaked at $1.41M in Q1 2023.
78 funds tracked by Wall St. Rank held Bowman Consulting as of Q4 2023.

Based on Ameritas Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.