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Dorsey Wright & Associates’s John Marshall Bancorp JMSB Stock Holding History

Dorsey Wright & Associates’s Portfolio JMSB Stock Details JMSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-767
Closed -$16.6K – 326
2023
Q1 		$16.6K Sell
767
-87
-10% -$2.16K 0.01% 271
2022
Q4 		$24.6K Buy
+854
New +$23.8K 0.01% 222
2022
Q2 		$32K Buy
+1,400
New +$36.3K 0.01% 243

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dorsey Wright & Associates's JMSB Position: Q2 2023 in Review

Dorsey Wright & Associates sold out of John Marshall Bancorp (JMSB) in Q2 2023, closing a stake of 767 shares — an estimated $16.6K sold.

Dorsey Wright & Associates first reported a position in JMSB in Q2 2022 and held it in 3 quarters. The position peaked at $32K in Q2 2022. 51 funds tracked by Wall St. Rank hold JMSB as of Q2 2023.

  • Dorsey Wright & Associates reported no remaining John Marshall Bancorp position as of Q2 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 767 John Marshall Bancorp shares in Q2 2023, an estimated $16.6K.
  • Dorsey Wright & Associates first reported a position in John Marshall Bancorp in Q2 2022 and held it in 3 quarters.
  • Dorsey Wright & Associates's John Marshall Bancorp position peaked at $32K in Q2 2022.
  • 51 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2023.

Based on Dorsey Wright & Associates's 13F filing for Q2 2023, filed 26 Jul 2023.