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BHZ Capital Management’s Bank Of The James BOTJ Stock Holding History

BHZ Capital Management’s Portfolio BOTJ Stock Details BOTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,255
Closed -$137K – 2
2024
Q1 		$137K Sell
13,255
-8,686
-40% -$101K 0.16% 41
2023
Q4 		$268K Buy
+21,941
New +$228K 0.14% 56
2023
Q2 		– Sell
-44,572
Closed -$468K – 74
2023
Q1 		$468K Hold
44,572
– – 0.22% 76
2022
Q4 		$531K Buy
44,572
+11,739
+36% +$139K 0.23% 82
2022
Q3 		$415K Buy
32,833
+1,991
+6% +$25.3K 0.17% 89
2022
Q2 		$401K Hold
30,842
– – 0.16% 94
2022
Q1 		$459K Buy
30,842
+782
+3% +$12K 0.15% 105
2021
Q4 		$465K Buy
30,060
+302
+1% +$4.69K 0.16% 98
2021
Q3 		$429K Buy
29,758
+3,887
+15% +$58.1K 0.15% 109
2021
Q2 		$414K Sell
25,871
-2,587
-9% -$39.2K 0.15% 106
2021
Q1 		$365K Hold
28,458
– – 0.12% 109
2020
Q4 		$314K Buy
28,458
+193
+0.7% +$1.97K 0.11% 120
2020
Q3 		$251K Buy
28,265
+10,113
+56% +$93.1K 0.11% 123
2020
Q2 		$156K Buy
18,152
+4,739
+35% +$42.5K 0.06% 129
2020
Q1 		$107K Buy
13,413
+2,247
+20% +$27.8K 0.04% 140
2019
Q4 		$155K Buy
+11,166
New +$150K 0.04% 147

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

BHZ Capital Management's BOTJ Position: Q2 2024 in Review

BHZ Capital Management sold out of Bank Of The James (BOTJ) in Q2 2024, closing a stake of 13,255 shares — an estimated $137K sold.

BHZ Capital Management first reported a position in BOTJ in Q4 2019 and held it in 16 quarters. The position peaked at $531K in Q4 2022. 20 funds tracked by Wall St. Rank hold BOTJ as of Q2 2024.

  • BHZ Capital Management reported no remaining Bank Of The James position as of Q2 2024 after selling out during the quarter.
  • BHZ Capital Management sold 13,255 Bank Of The James shares in Q2 2024, an estimated $137K.
  • BHZ Capital Management first reported a position in Bank Of The James in Q4 2019 and held it in 16 quarters.
  • BHZ Capital Management's Bank Of The James position peaked at $531K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2024.

Based on BHZ Capital Management's 13F filing for Q2 2024.