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Belpointe Asset Management’s Bowman Consulting BWMN Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-13,800
Closed -$396K – 972
2023
Q1 		$396K Sell
13,800
-6,250
-31% -$164K 0.02% 641
2022
Q4 		$438K Buy
20,050
+285
+1% +$4.97K 0.03% 599
2022
Q3 		$289K Hold
19,765
– – 0.02% 701
2022
Q2 		$244K Hold
19,765
– – 0.02% 748
2022
Q1 		$325K Hold
19,765
– – 0.02% 695
2021
Q4 		$420K Hold
19,765
– – 0.03% 577
2021
Q3 		$272K Buy
+19,765
New +$268K 0.02% 731

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 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

Belpointe Asset Management's BWMN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Bowman Consulting (BWMN) in Q2 2023, closing a stake of 13,800 shares — an estimated $396K sold.

Belpointe Asset Management first reported a position in BWMN in Q3 2021 and held it in 7 quarters. The position peaked at $438K in Q4 2022. 77 funds tracked by Wall St. Rank hold BWMN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Bowman Consulting position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 13,800 Bowman Consulting shares in Q2 2023, an estimated $396K.
  • Belpointe Asset Management first reported a position in Bowman Consulting in Q3 2021 and held it in 7 quarters.
  • Belpointe Asset Management's Bowman Consulting position peaked at $438K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.