Cary Street Partners Investment Advisory’s Bank Of The James BOTJ Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-364	Closed	-$3.73K	–	771
2023 Q3	$3.73K	Hold	364	–	–	﹤0.01%	1559
2023 Q2	$3.38K	Hold	364	–	–	﹤0.01%	1503
2023 Q1	$3.83K	Buy	364 +182	+100%	+$2.25K	﹤0.01%	1381
2022 Q4	$2.24K	Buy	+182	New	+$2.16K	﹤0.01%	1495

Other funds holding BOTJ

PWW

Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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 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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Cary Street Partners Investment Advisory's BOTJ Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Bank Of The James (BOTJ) in Q4 2023, closing a stake of 364 shares — an estimated $3.73K sold.

Cary Street Partners Investment Advisory first reported a position in BOTJ in Q4 2022 and held it in 4 quarters. The position peaked at $3.83K in Q1 2023. 19 funds tracked by Wall St. Rank hold BOTJ as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Bank Of The James position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 364 Bank Of The James shares in Q4 2023, an estimated $3.73K.
Cary Street Partners Investment Advisory first reported a position in Bank Of The James in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Bank Of The James position peaked at $3.83K in Q1 2023.
19 funds tracked by Wall St. Rank held Bank Of The James as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.