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Edgemoor Investment Advisors’s John Marshall Bancorp JMSB Stock Holding History

Edgemoor Investment Advisors’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
Q1 		– Sell
-9,037
Closed -$260K – 164
2022
Q4 		$260K Buy
+9,037
New +$252K 0.03% 147

Other funds holding JMSB

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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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Edgemoor Investment Advisors's JMSB Position: Q1 2023 in Review

Edgemoor Investment Advisors sold out of John Marshall Bancorp (JMSB) in Q1 2023, closing a stake of 9,037 shares — an estimated $260K sold.

Edgemoor Investment Advisors first reported a position in JMSB in Q4 2022 and held it in 1 quarter. The position peaked at $260K in Q4 2022. 53 funds tracked by Wall St. Rank hold JMSB as of Q1 2023.

  • Edgemoor Investment Advisors reported no remaining John Marshall Bancorp position as of Q1 2023 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 9,037 John Marshall Bancorp shares in Q1 2023, an estimated $260K.
  • Edgemoor Investment Advisors first reported a position in John Marshall Bancorp in Q4 2022 and held it in 1 quarter.
  • Edgemoor Investment Advisors's John Marshall Bancorp position peaked at $260K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2023.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.