Commonwealth Equity Services
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Commonwealth Equity Services’s Bank Of The James BOTJ Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-12,828
Closed -$176K – 4107
2024
Q3 		$176K Buy
12,828
+2,602
+25% +$34K ﹤0.01% 3749
2024
Q2 		$115K Buy
+10,226
New +$108K ﹤0.01% 3788

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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Commonwealth Equity Services's BOTJ Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Bank Of The James (BOTJ) in Q4 2024, closing a stake of 12,828 shares — an estimated $176K sold.

Commonwealth Equity Services first reported a position in BOTJ in Q2 2024 and held it in 2 quarters. The position peaked at $176K in Q3 2024. 24 funds tracked by Wall St. Rank hold BOTJ as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Bank Of The James position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,828 Bank Of The James shares in Q4 2024, an estimated $176K.
  • Commonwealth Equity Services first reported a position in Bank Of The James in Q2 2024 and held it in 2 quarters.
  • Commonwealth Equity Services's Bank Of The James position peaked at $176K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Bank Of The James as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.